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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-14 |
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 |
|---|---|---|---|---|
| Smart Financial | Provo | UT | 03/2021 | 10/2022 |
| Townsquare Capital | Provo | UT | 03/2021 | 10/2022 |
| Creative Financial Services | Henderson | NV | 10/2016 | 03/2021 |
| Alder Alarm | Orem | UT | 04/2016 | 10/2016 |
| Dfpg Investments, Llc | Sandy | UT | 11/2022 | 12/2023 |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2025 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 09/2023 | 03/2025 |
1) Mr. Football Camp; non-investment related; Utah; youth football camp; Coach and Camp Director; 06/01/2015; 0.5% during business hours; Marketing / organization of camp activities and location, mrfootballcamp.com 2) AFEA - American Financial Education Alliance; non-investment related; Utah; Chapter President; 10/2022; 2% during business hours; presenting educational financial topics at local libraries. 3) Diversify Fixed Insurance; non-investment related; Utah; fixed insurance sales; agent; 10/2022; 10% during business hours; selling fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
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