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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 | Jan 7, 2025 | n/a | yes | SANDY, UT|SOUTH JORDAN, UT | Current employment |
| DIVERSIFY ADVISORY SERVICES, LLC | Bd affiliated wealth | Dec 18, 2023 | Jan 2, 2025 | no | Thatcher, AZ|SOUTH JORDAN, UT | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 23, 2018 | Jun 8, 2023 | no | TUCSON, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY WEALTH MANAGEMENT, LLC | Jan 2, 2025 | Jan 7, 2025 | 5 | Firm change | Ibd to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | DIVERSIFY ADVISORY SERVICES, LLC | Jun 8, 2023 | Dec 18, 2023 | 193 | Firm change | Ibd to ibd |