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Advisor at JEFF ELLIOTT, CFP®
THE HILLS, TX
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 |
|---|---|---|---|---|---|---|
| JEFF ELLIOTT, CFP® | State registered | Sep 23, 2014 | n/a | yes | THE HILLS, TX | Current employment |
| DIVERSIFY WEALTH MANAGEMENT, INC. | n/a | Mar 18, 2014 | Sep 10, 2014 | no | SOUTH JORDAN, UT | Previous registration |
| DIVERSIFY WEALTH MANAGEMENT LLC | Former SEC adviser | May 23, 2013 | Mar 17, 2014 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, INC. | JEFF ELLIOTT, CFP® | Sep 10, 2014 | Sep 23, 2014 | 13 | Firm change | Other |
| DIVERSIFY WEALTH MANAGEMENT LLC | DIVERSIFY WEALTH MANAGEMENT, INC. | Mar 17, 2014 | Mar 18, 2014 | 1 | Firm change | Other |