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.

Current firm

DIVERSIFY ADVISORY SERVICES, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 17, 2014

First registration

Jan 22, 2015

Dual registered

yes, broker-dealer

IAPD individual key

5075212

• Occurred

  Aug 28, 2026
  Advisor changed firm

  Robert Loporto left Commonwealth Financial Network for Diversify Advisory Services, Llc (registered 2026-08-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5a29e005-30e7-307c-ee74-720615b4a1a7

First observed

Jan 22, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.