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Advisor at DIVERSIFY ADVISORY SERVICES, LLC
SOUTH JORDAN, UT | SUITE 303, 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 ADVISORY SERVICES, LLC | Bd affiliated wealth | Dec 19, 2023 | n/a | yes | SUITE 303, UT|SOUTH JORDAN, UT | Current employment |
| DIVERSIFY WEALTH MANAGEMENT, INC. | n/a | Apr 8, 2014 | Nov 16, 2015 | no | SALT LAKE CITY, UT|SOUTH JORDAN, UT | Previous registration |
| DIVERSIFY WEALTH MANAGEMENT LLC | Former SEC adviser | Jul 5, 2012 | Dec 31, 2015 | no | SALT LAKE CITY, UT|OREM, UT | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Jan 16, 2008 | Jun 25, 2012 | no | SALT LAKE CITY, UT|Cottonwood Heights, UT | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 6, 2005 | Nov 6, 2007 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT LLC | DIVERSIFY WEALTH MANAGEMENT, INC. | Dec 31, 2015 | Apr 8, 2014 | -632 | Firm change after gap | Other |
| DIVERSIFY WEALTH MANAGEMENT, INC. | DIVERSIFY ADVISORY SERVICES, LLC | Nov 16, 2015 | Dec 19, 2023 | 2,955 | Firm change after gap | Other |
| ONEAMERICA SECURITIES, INC. | DIVERSIFY WEALTH MANAGEMENT LLC | Jun 25, 2012 | Jul 5, 2012 | 10 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | ONEAMERICA SECURITIES, INC. | Nov 6, 2007 | Jan 16, 2008 | 71 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169032:326060:UT:2015-11-16 | Nov 16, 2015 | Dec 19, 2023 | SOUTH JORDAN, UT | Firm change after gap |