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Kelby Mcmullin

Diversify Wealth Management, LLC

Orem, UT

South Jordan, UT

Diversify Advisory Services, LLC

South Jordan, UT

Orem, UT

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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
TX RA APPROVED 2025-04-11
UT RA APPROVED 2024-02-22
  • TX RA
    APPROVED
    Since 2025-04-11
  • UT RA
    APPROVED
    Since 2024-02-22

Branch Locations

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

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

Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-02-05
  • UT RA
    APPROVED
    Since 2024-02-05

Branch Locations

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

462 E 800 N, Orem, UT 84097 • 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
Ljcooper Capital Management Orem UT 03/2014 Present
  • 03/2014 → Present
    Ljcooper Capital Management
    Orem, UT
Previous Registrations
  • 2017-06-12 → 2024-07-17
    Diversify Wealth Management Llc
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-10
  • S65 Uniform Investment Adviser Law Examination
    2017-06-10
Other Names
  • Kelby Louis Mcmullin

View on SEC IAPD

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