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Advisor at DIVERSIFY ADVISORY SERVICES, LLC
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 ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 14, 2025 | n/a | yes | SOUTH JORDAN, UT | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 5, 2024 | Oct 3, 2025 | no | BOISE, ID|BOISE, ID|SALT LAKE CITY, UT | Previous registration |
| OLYMPUS WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 6, 2018 | May 24, 2024 | no | COTTONWOOD HEIGHTS, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | DIVERSIFY ADVISORY SERVICES, LLC | Oct 3, 2025 | Oct 14, 2025 | 11 | Firm change | Ibd to ibd |
| OLYMPUS WEALTH MANAGEMENT, LLC | LPL FINANCIAL LLC | May 24, 2024 | Jun 5, 2024 | 12 | Firm change | RIA to ibd |