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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 | 2024-06-17 |
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
9017 S Riverside Drive Suite 200, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Bandits Bar And Grill | Cottonwood Heights | UT | 06/2016 | 12/2016 |
| Diversify, Inc | Sandy | UT | 08/2016 | Present |
| Dfpg Investments, Inc. | Sandy | UT | 04/2017 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
1. MCR Asset Management, LLC; Investment Related; Sandy, UT; Pass through entity; Owner; 07/2017; 1% during business hours; Pass through entity for 1099 income working as an independent financial advisor 2. Matthew Rigby; Non-Investment Related; Sandy, UT; Mortgage Origination; Mortgage Loan Originator; 02/2021; 1% during business hours; Origination of mortgage loans for borrowers. Will be discussing rates, terms, programs, and process to borrowers. 3. RMSR, LLC and DBA OWL Planners, LLC; DBA for marketing purpose. Company owned by my brother, dad, and i. All 1/3 partners. Does not have anything to do with my advisory business. 20% during business hours; General business activities, some outside marketing seperate from my advisory business, fulfillment of orders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-08 |
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