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501 S Austin Ave Suite 1220, Georgetown, TX 78626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
501 S Austin Ave Suite 1220, Georgetown, TX 78626 • United States
Georgetown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Corp | Redwood City | CA | 03/2007 | 09/2025 |
| Dversify Ai Llc | Georgetown | TX | 04/2025 | Present |
| Dversify Advisors Llc | Georgetown | TX | 03/2026 | Present |
| Self-Employed | Georgetown | TX | 09/2025 | 03/2026 |
Sole member and Chief Executive Officer of Dversify AI LLC, a Texas limited liability company (EIN 39-3612909) located in Georgetown, Texas, that owns and operates the dversify.ai software-as-a-service platform offering financial-planning calculators and educational software tools to the public at published retail prices. Output is software only, with no human advisory interaction; Dversify AI LLC is not a registered investment adviser. Affiliate of Dversify Advisors LLC; relationship is disclosed in Form ADV Item 10.C. This relationship began April 2025 and continues to present. Devotes approximately 40% of his time to this business, a majority of which falls during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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