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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
UT RA APPROVED 2024-03-14
  • UT RA
    APPROVED
    Since 2024-03-14

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
Stratton Law Group Orem UT 05/2010 Present
Thermagreen Block Pleasant Grove UT 08/2013 Present
Utah Valley University Orem UT 08/2012 Present
  • 05/2010 → Present
    Stratton Law Group
    Orem, UT
  • 08/2013 → Present
    Thermagreen Block
    Pleasant Grove, UT
  • 08/2012 → Present
    Utah Valley University
    Orem, UT
Previous Registrations
  • 2017-05-11 → 2024-07-17
    Diversify Wealth Management Llc
    Orem, UT
Other Businesses

Stratton Law Group PLLC (Not Investment Related) Pleasant Grove, UT 84062 Main business: Legal/Lawyer Position & Start Date: Attorney, July2010 Hours/month (during business hours): 120 90% during business hours Duties: Attorney doing legal work in all areas of business, real estate, asset protection, tax with general and complex estate planning and structuring. SOS Law (Not Investment Related) 1313 N 800 E, Orem, UT 84097 Main business: Professional legal services Position & Start Date: Owner, February 2017 Hours/month (during business hours): 10 (10) Duties: Provide legal consulting and related services

Designations

View on SEC IAPD

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