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Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC
OREM, 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 5, 2024 | n/a | yes | SOUTH JORDAN, UT|OREM, UT | Current employment |
| DIVERSIFY WEALTH MANAGEMENT LLC | Former SEC adviser | Nov 14, 2022 | Jul 17, 2024 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT LLC | DIVERSIFY WEALTH MANAGEMENT, LLC | Jul 17, 2024 | Mar 5, 2024 | -134 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145593:329878:UT:2024-07-17 | Jul 17, 2024 | Mar 5, 2024 | OREM, UT | Firm change after gap |