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Advisor at Q3 ADVISORS, LLC
Provo, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | No RAUM reported | Jan 9, 2026 | n/a | yes | Provo, UT | Current employment |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Independent wealth | Mar 5, 2024 | Jan 2, 2026 | no | OREM, UT|SOUTH JORDAN, UT | Previous registration |
| DIVERSIFY WEALTH MANAGEMENT LLC | Former SEC adviser | Feb 9, 2022 | Jul 17, 2024 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | Q3 ADVISORS, LLC | Jan 2, 2026 | Jan 9, 2026 | 7 | Firm change | Other |
| DIVERSIFY WEALTH MANAGEMENT LLC | DIVERSIFY WEALTH MANAGEMENT, LLC | Jul 17, 2024 | Mar 5, 2024 | -134 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145593:329878:UT:2024-07-17 | Jul 17, 2024 | Mar 5, 2024 | OREM, UT | Firm change after gap |