DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Timothy Kirkpatrick Whipple

Diversify Wealth Management, LLCindependent RIASouth Jordan, Ut dual registrantIAPD 2829688

Certified Financial Planner

Feed of 09/15/2026

Also filed as Tim K Whipple

At current firm

2 y

since Mar 5, 2024

In the industry

29 y

since Jan 27, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Diversify Wealth Management, LLC independent RIA current
since Mar 5, 2024 · South Jordan, Ut
Diversify Wealth Management, Inc. unclassified
Oct 13, 2014 to Mar 30, 2016 · South Jordan, Ut
Diversify Wealth Management LLC former
Jan 23, 2008 to Jul 17, 2024 · Orem, Ut
Cambridge Investment Research Advisors, Inc. BD affiliated
Mar 28, 2005 to Jul 24, 2008 · Orem, Ut
Cambridge Investment Research, Inc. unclassified
Apr 1, 2004 to Mar 28, 2005 · Orem, Ut
Voya Financial Advisors, Inc. BD affiliated
Mar 7, 2000 to Apr 2, 2004 · Orem, Ut

Moves

a registration end followed by a registration begin elsewhere

Diversify Wealth Management LLC to Diversify Wealth Management, Inc.
left Jul 17, 2024, registered Oct 13, 2014 (-3565 days) · Other · moved with a team
Diversify Wealth Management, Inc. to Diversify Wealth Management, LLC
left Mar 30, 2016, registered Mar 5, 2024 (2897 days) · Other · moved with a team
Cambridge Investment Research Advisors, Inc. to Diversify Wealth Management LLC
left Jul 24, 2008, registered Jan 23, 2008 (-183 days) · Other
Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.
left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
Voya Financial Advisors, Inc. to Cambridge Investment Research, Inc.
left Apr 2, 2004, registered Apr 1, 2004 (-1 days) · Other

Signals

Timothy Kirkpatrick Whipple left Diversify Wealth Management Llc for Diversify Wealth Management, Inc. (registered 2014-10-13)
Jul 17, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address