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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Adilene Calixtro

Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC

SOUTH JORDAN, UT | Santa Rosa, CA

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Search this name across graphsid dfx:ria:0ff00062-9624-a1ff-27ae-4d1e82d6bc6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jan 15, 2019 to Sep 14, 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: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 10, 2018
First registration: Jan 15, 2019
Dual registered: yes, broker-dealer
Other names: Adi Calixtro
IAPD individual key: 6830755

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	Aug 28, 2026	n/a	yes	SOUTH JORDAN, UT\|Santa Rosa, CA	Current employment
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 7, 2026	Aug 28, 2026	no	SOUTH JORDAN, UT\|Santa Rosa, CA	Previous registration
SONOMA ALLOCATIONS	Independent wealth	Aug 21, 2025	Apr 16, 2026	no	SANTA ROSA, CA	Previous registration
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 3, 2023	Jan 31, 2025	no	SANTA ROSA, CA\|SOUTH JORDAN, UT\|Santa Rosa, CA	Previous registration
DFPG INVESTMENTS, LLC	Former SEC adviser	Mar 1, 2023	Dec 31, 2023	no	SANTA ROSA, CA\|SANDY, UT\|Santa Rosa, CA\|SOUTH JORDAN, UT\|Santa Rosa, CA	Previous registration
FERMATA ADVISORS	Independent wealth	Feb 18, 2021	Jul 13, 2022	no	SONOMA, CA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jan 15, 2019	Feb 19, 2021	no	Rohnert Park, CA	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 ADVISORY SERVICES, LLC	DIVERSIFY WEALTH MANAGEMENT, LLC	Aug 28, 2026	Aug 28, 2026	0	Firm change	Ibd to RIA
SONOMA ALLOCATIONS	DIVERSIFY ADVISORY SERVICES, LLC	Apr 16, 2026	Apr 7, 2026	-9	Firm change	RIA to ibd
DIVERSIFY ADVISORY SERVICES, LLC	SONOMA ALLOCATIONS	Jan 31, 2025	Aug 21, 2025	202	Firm change	Ibd to new firm
DFPG INVESTMENTS, LLC	DIVERSIFY ADVISORY SERVICES, LLC	Dec 31, 2023	Oct 3, 2023	-89	Firm change after gap	RIA to ibd
FERMATA ADVISORS	DFPG INVESTMENTS, LLC	Jul 13, 2022	Mar 1, 2023	231	Firm change	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	FERMATA ADVISORS	Feb 19, 2021	Feb 18, 2021	-1	Firm change	Ibd to RIA

Team moves

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

Team	Left	Joined	From	Kind
326060:329878:UT:2026-08-28	Aug 28, 2026	Aug 28, 2026	SOUTH JORDAN, UT	Firm change
155576:326060:CA:2023-12-22	Dec 31, 2023	Oct 3, 2023	SANTA ROSA, CA	Firm change after gap

Relationships

Registered with (6)

→ DIVERSIFY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 7, 2026 to Aug 28, 2026factForm ADV
→ SONOMA ALLOCATIONSRegistered adviserregistration: previous registration
Aug 21, 2025 to Apr 16, 2026factForm ADV
→ DFPG INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 1, 2023 to Dec 31, 2023factForm ADV
→ FERMATA ADVISORSRegistered adviserregistration: previous registration
Feb 18, 2021 to Jul 13, 2022factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 15, 2019 to Feb 19, 2021factForm ADV

Dated events

Occurred
Aug 28, 2026
Advisor changed firm
Adilene Calixtro left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2026-08-28)
Form ADVobserved 5 days ago
Occurred
Apr 16, 2026
Advisor changed firm
Adilene Calixtro left Sonoma Allocations for Diversify Advisory Services, Llc (registered 2026-04-07)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
Adilene Calixtro left Diversify Advisory Services, Llc for Sonoma Allocations (registered 2025-08-21)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Adilene Calixtro left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-10-03)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Adilene Calixtro left Fermata Advisors for Dfpg Investments, Llc (registered 2023-03-01)
Form ADVobserved 5 days ago