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Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY, UT | SOUTH JORDAN, 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 |
|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | Independent wealth | Mar 14, 2025 | n/a | yes | SANDY, UT|SOUTH JORDAN, UT | Current employment |
| DIVERSIFY ADVISORY SERVICES, LLC | Bd affiliated wealth | Sep 15, 2023 | Mar 13, 2025 | no | SOUTH JORDAN, UT | Previous registration |
| DFPG INVESTMENTS, LLC | Former SEC adviser | Oct 25, 2022 | Jan 2, 2024 | no | SOUTH JORDAN, UT|Sandy, UT|SANDY, UT | Previous registration |
| TOWNSQUARE CAPITAL, LLC | Asset manager | Mar 17, 2021 | Nov 9, 2022 | no | Provo, UT|LEHI, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY WEALTH MANAGEMENT, LLC | Mar 13, 2025 | Mar 14, 2025 | 1 | Firm change | Ibd to RIA |
| DFPG INVESTMENTS, LLC | DIVERSIFY ADVISORY SERVICES, LLC | Jan 2, 2024 | Sep 15, 2023 | -109 | Firm change after gap | RIA to ibd |
| TOWNSQUARE CAPITAL, LLC | DFPG INVESTMENTS, LLC | Nov 9, 2022 | Oct 25, 2022 | -15 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 326060:329878:UT:2025-03-11 | Mar 13, 2025 | Mar 14, 2025 | SOUTH JORDAN, UT | Firm change |
| 155576:326060:UT:2023-12-31 | Jan 2, 2024 | Sep 15, 2023 | SANDY, UT | Firm change after gap |