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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

ADAM NATHAN TAYLOR

Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC

SOUTH JORDAN, UT | OREM, UT

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Search this name across graphsid dfx:ria:05647472-df71-9042-019d-cd11e4c964ec

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 1, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERSIFY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 1, 1996
First registration: Mar 1, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2756299

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERSIFY WEALTH MANAGEMENT, LLC	Independent wealth	Mar 5, 2024	n/a	yes	OREM, UT\|SOUTH JORDAN, UT	Current employment
DIVERSIFY WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 23, 2008	Jul 17, 2024	no	OREM, UT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	May 16, 2008	no	OREM, UT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Feb 3, 2004	Mar 28, 2005	no	OREM, UT\|OREM, UT	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 1, 2001	Jan 28, 2004	no	OREM, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIVERSIFY WEALTH MANAGEMENT LLC	DIVERSIFY WEALTH MANAGEMENT, LLC	Jul 17, 2024	Mar 5, 2024	-134	Channel change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	DIVERSIFY WEALTH MANAGEMENT LLC	May 16, 2008	Jan 23, 2008	-114	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH, INC.	Jan 28, 2004	Feb 3, 2004	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145593:329878:UT:2024-07-17	Jul 17, 2024	Mar 5, 2024	OREM, UT	Firm change after gap

Relationships

Registered with (5)

→ DIVERSIFY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 5, 2024 to presentfactForm ADV
→ DIVERSIFY WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 23, 2008 to Jul 17, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2005 to May 16, 2008factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Feb 3, 2004 to Mar 28, 2005factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 1, 2001 to Jan 28, 2004factForm ADV

Dated events

No dated event names this entity yet.