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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Cole D Tyler Einerson

Advisor at DIVERSIFY ADVISORY SERVICES, LLC

SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:e24942d0-80c6-48c8-bce5-e2240366b4bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 16, 2019 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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 13, 2019
First registration: Sep 16, 2019
Dual registered: yes, broker-dealer
Other names: COLE EINERSON|Cole D Einerson
IAPD individual key: 7146958

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 6, 2023	n/a	yes	SOUTH JORDAN, UT	Current employment
DIVERSIFY WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 26, 2022	Apr 14, 2023	no	OREM, UT	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 16, 2019	Nov 18, 2021	no	Columbia, MD\|Midvale, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 16, 2019	Nov 18, 2021	no	Columbia, MD\|Cottonwood Heights, 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 LLC	DIVERSIFY ADVISORY SERVICES, LLC	Apr 14, 2023	Sep 6, 2023	145	Firm change	RIA to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	DIVERSIFY WEALTH MANAGEMENT LLC	Nov 18, 2021	Jan 26, 2022	69	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 18, 2021	Sep 16, 2019	-794	Channel change	Other

Relationships

Registered with (4)

→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 6, 2023 to presentfactForm ADV
→ DIVERSIFY WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 26, 2022 to Apr 14, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 16, 2019 to Nov 18, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 16, 2019 to Nov 18, 2021factForm ADV

Dated events

Occurred
Apr 14, 2023
Advisor changed firm
Cole D Tyler Einerson left Diversify Wealth Management Llc for Diversify Advisory Services, Llc (registered 2023-09-06)
Form ADVobserved 4 days ago