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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

RYAN OMER SMITH

Advisor at DIVERSIFY ADVISORY SERVICES, LLC

SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:64c6bcc8-0f2e-d343-7213-eeb94871e179

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2005 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 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: Apr 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 3, 2004
First registration: Nov 18, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4340304

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 ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 15, 2023	n/a	yes	SOUTH JORDAN, UT	Current employment
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 1, 2023	Sep 8, 2023	no	SOUTH JORDAN, UT	Previous registration
DIVERSIFY WEALTH MANAGEMENT, INC.	n/a	Dec 20, 2013	Nov 16, 2015	no	SOUTH JORDAN, UT	Previous registration
DIVERSIFY WEALTH MANAGEMENT LLC	Former SEC adviser	Oct 11, 2011	Oct 6, 2014	no	SOUTH JORDAN, UT\|OREM, UT	Previous registration
AILSA CAPITAL, INC.	Former SEC adviser	Mar 9, 2011	Aug 26, 2011	no	DRAPER, UT	Previous registration
OMNI INVESTMENT ADVISORS INC	n/a	Nov 18, 2005	May 24, 2011	no	SALT LAKE CITY, 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, INC.	DIVERSIFY ADVISORY SERVICES, LLC	Nov 16, 2015	Sep 1, 2023	2,846	Firm change after gap	Other
DIVERSIFY WEALTH MANAGEMENT LLC	DIVERSIFY WEALTH MANAGEMENT, INC.	Oct 6, 2014	Dec 20, 2013	-290	Firm change after gap	Other
AILSA CAPITAL, INC.	DIVERSIFY WEALTH MANAGEMENT LLC	Aug 26, 2011	Oct 11, 2011	46	Firm change	Other
OMNI INVESTMENT ADVISORS INC	AILSA CAPITAL, INC.	May 24, 2011	Mar 9, 2011	-76	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
169032:326060:UT:2015-11-16	Nov 16, 2015	Sep 1, 2023	SOUTH JORDAN, UT	Firm change after gap

Relationships

Registered with (5)

→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 1, 2023 to Sep 8, 2023factForm ADV
→ DIVERSIFY WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 20, 2013 to Nov 16, 2015factForm ADV
→ DIVERSIFY WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 11, 2011 to Oct 6, 2014factForm ADV
→ AILSA CAPITAL, INC.Registered adviserregistration: previous registration
Mar 9, 2011 to Aug 26, 2011factForm ADV
→ OMNI INVESTMENT ADVISORS INCRegistered adviserregistration: previous registration
Nov 18, 2005 to May 24, 2011factForm ADV

Dated events

No dated event names this entity yet.