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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-11 |
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services. Llc | American Fork | UT | 02/2017 | 10/2018 |
| Unified Police Dept. | Taylorsville | UT | 01/2014 | 02/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2018 |
| Dfpg Investments, Inc | Sandy | UT | 10/2018 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
1. Diversify Insurance; Non-Investment Related; Sandy, UT; Insurance; Insurance Agent; 04/2019; 5% during business hours; Providing quotes, reviewing illustrations with clients and recommending solutions. 2. US Army National Guard; Non-investment related; SGT E-5-military. Compensated in cash 8,327.85. 48-hours during business hours; 473 w 630 s UTAH. 3.JC Aviation LLC organized through Wyoming; non-investment related; Member, Provides aircraft to be leased; Father is also a member (client); 1309 Coffeen Avenue Ste 1200 Sheridan, WY 82801; Paid for usage on aircraft from local flight school- first month in operation TBD. Member and manager, provides decision making of agreed lease with flight school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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