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Current Employers
Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
  • UT RA
    APPROVED
    Since 2026-03-04

Branch Locations

462 E 800 N, Orem, UT 84097 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversify Wealth Management, Llc Orem UT 09/2023 Present
Firstpurpose Wealth Orem UT 09/2022 09/2023
Wcf Sandy UT 05/2022 08/2022
Fedex Ground Vineyard UT 08/2021 08/2022
Brigham Young University - Idaho Rexburg ID 01/2019 04/2019
Full-Time Education Orem UT 09/2017 05/2023
Extended Travel Hong Kong 08/2015 08/2017
  • 09/2023 → Present
    Orem, UT
  • 09/2022 → 09/2023
    Firstpurpose Wealth
    Orem, UT
  • 05/2022 → 08/2022
    Wcf
    Sandy, UT
  • 08/2021 → 08/2022
    Fedex Ground
    Vineyard, UT
  • 01/2019 → 04/2019
    Brigham Young University - Idaho
    Rexburg, ID
  • 09/2017 → 05/2023
    Full-Time Education
    Orem, UT
  • 08/2015 → 08/2017
    Extended Travel
    Hong Kong
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03

View on SEC IAPD

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