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Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC
SOUTH JORDAN, UT | Springfield, MO
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 | Oct 1, 2025 | n/a | yes | SOUTH JORDAN, UT|Springfield, MO | Current employment |
| INTEGRATED ADVISORS NETWORK LLC | Independent wealth | Aug 12, 2015 | Aug 21, 2026 | no | SPRINGFIELD, MO|DALLAS, TX | Previous registration |
| FIRST ALLIED ADVISORY SERVICES, INC. | Former SEC adviser | Jul 2, 2012 | Jul 16, 2015 | no | PUEBLO, CO|EDMOND, OK|SPRINGFIELD, MO | Previous registration |
| FIRST ALLIED SECURITIES, INC. | Former SEC adviser | May 26, 2010 | Jul 2, 2012 | no | SAN DIEGO, CA|Springfield, MO|EDMOND, OK|EDMOND, OK|PUEBLO, CO|DURANGO, CO | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 6, 2007 | May 26, 2010 | no | SPRINGFIELD, MO|BROKEN ARROW, OK | Previous registration |
| VINEYARD ASSET MANAGEMENT, LLC | n/a | Nov 1, 2007 | Dec 18, 2009 | no | SPRINGFIELD, MO | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 12, 2004 | Nov 6, 2007 | no | SPRINGFIELD, MO|BRANSON, MO | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Sep 16, 2002 | May 11, 2004 | no | SPRINGFIELD, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | DIVERSIFY WEALTH MANAGEMENT, LLC | Aug 21, 2026 | Oct 1, 2025 | -324 | Firm change after gap | RIA to RIA |
| FIRST ALLIED ADVISORY SERVICES, INC. | INTEGRATED ADVISORS NETWORK LLC | Jul 16, 2015 | Aug 12, 2015 | 27 | Firm change | Other |
| FIRST ALLIED SECURITIES, INC. | FIRST ALLIED ADVISORY SERVICES, INC. | Jul 2, 2012 | Jul 2, 2012 | 0 | Bulk transfer | Other |
| OSAIC WEALTH, INC. | FIRST ALLIED SECURITIES, INC. | May 26, 2010 | May 26, 2010 | 0 | Firm change | Other |
| VINEYARD ASSET MANAGEMENT, LLC | OSAIC WEALTH, INC. | Dec 18, 2009 | Nov 6, 2007 | -773 | Firm change after gap | Other |
| MML INVESTORS SERVICES, LLC | VINEYARD ASSET MANAGEMENT, LLC | Nov 6, 2007 | Nov 1, 2007 | -5 | Firm change | Other |
| OSAIC WEALTH, INC. | MML INVESTORS SERVICES, LLC | May 11, 2004 | May 12, 2004 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171991:329878:TX:2026-08-21 | Aug 21, 2026 | Oct 1, 2025 | DALLAS, TX | Firm change after gap |