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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-16 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
5000 Birch St. Suite 4000, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Diego | CA | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 06/2016 | 10/2023 |
| Dfpg Investments, Llc | Sandy | UT | 10/2023 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2023 | Present |
SELECTED MARINE CORPS RESERVE, NOT INV RELATED, CAMP PENDLETON, CA, PILOT, START 9/2/2016, 16 HOURS PER MONTH, ZERO DURING TRADING, MILITARY SERVICE. UNITED STATES MARINE CORPS RESERVE DUTY; NOT INV. RELATED; SAN DIEGO, CA; MARINE FOR LIFE REP; START DATE 12/2022; 16 HRS PERM ONTH; 0 HRS DURING TRADING; DUTIES: HELP ACTIVE DUTY MARINES TRANSITION TO CIVILIAN LIFE. 2) CAPATA financial LLC, Licensed Insurance agent. 11/1/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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