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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-12 |
| CA | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED | 2023-12-22 |
Branch Locations
1764 The Alameda, San Jose, CA 95126 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 02/2017 | 06/2017 |
| Jpmorgan Securities Llc | Atlanta | GA | 02/2017 | 06/2017 |
| Unemployed | Westlake | OH | 05/2016 | 02/2017 |
| Dfpg Investments, Llc | Sandy | UT | 08/2017 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | Present |
1. Adam America Real Estate; Non-Investment Related; New York, NY; Real Estate; Student Intern; 06/2021; 60% during business hours; Required course for Masters program. As an Intern I will analyze/assist with acquisitions. This analysis includes modeling, in which I would calculate return metrics such as IRR, Equity Multiple, and cash on cash returns. I will also take property site visits to look at current projects under development, perform market and marketing research
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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