RIA Intelligence

• Secure Investment Management, LLC independent RIA current
  since Jun 17, 2025 · Tucson, Az
• Diversify Wealth Management, LLC independent RIA
  Feb 22, 2024 to Mar 21, 2025 · South Jordan, Ut
• Diversify Advisory Services, LLC BD affiliated
  Sep 15, 2023 to Mar 21, 2025 · South Jordan, Ut
• Dfpg Investments, LLC former
  Mar 7, 2023 to Jul 12, 2024 · Wilsonville, Or
• Securities America Advisors, Inc. former
  Dec 6, 2018 to Jan 27, 2021 · La Vista, Ne
• Pagnatokarp Partners, LLC former
  Jan 22, 2018 to Aug 1, 2018 · Reston, Va
• The Index Group, Limited Liability Company former
  Jun 7, 2017 to Jan 4, 2018 · Colorado Springs, Co
• Convergent Wealth Advisors, LLC former
  Aug 4, 2016 to Oct 31, 2016 · California, Ca
• Cavanal Hill Investment Management, Inc. other
  Jul 11, 2014 to Jun 17, 2015 · Tulsa, Ok
• Amegy Investments, Inc. former
  Feb 24, 2012 to Jun 23, 2014 · Houston, Tx
• Zions Capital Advisors, Inc. institutional
  Jul 13, 2009 to Jun 23, 2014 · Salt Lake City, Ut

• Diversify Wealth Management, LLC to Secure Investment Management, LLC
  left Mar 21, 2025, registered Jun 17, 2025 (88 days) · RIA to RIA
• Diversify Advisory Services, LLC to Diversify Wealth Management, LLC
  left Mar 21, 2025, registered Feb 22, 2024 (-393 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• Dfpg Investments, LLC to Diversify Advisory Services, LLC
  left Jul 12, 2024, registered Sep 15, 2023 (-301 days) · Other
• Securities America Advisors, Inc. to Dfpg Investments, LLC
  left Jan 27, 2021, registered Mar 7, 2023 (769 days) · Affiliated broker-dealer or bank to independent RIA
• Pagnatokarp Partners, LLC to Securities America Advisors, Inc.
  left Aug 1, 2018, registered Dec 6, 2018 (127 days) · RIA to affiliated broker-dealer or bank
• The Index Group, Limited Liability Company to Pagnatokarp Partners, LLC
  left Jan 4, 2018, registered Jan 22, 2018 (18 days) · Other
• Convergent Wealth Advisors, LLC to The Index Group, Limited Liability Company
  left Oct 31, 2016, registered Jun 7, 2017 (219 days) · Other
• Cavanal Hill Investment Management, Inc. to Convergent Wealth Advisors, LLC
  left Jun 17, 2015, registered Aug 4, 2016 (414 days) · Other
• Zions Capital Advisors, Inc. to Amegy Investments, Inc.
  left Jun 23, 2014, registered Feb 24, 2012 (-850 days) · Other
• Amegy Investments, Inc. to Cavanal Hill Investment Management, Inc.
  left Jun 23, 2014, registered Jul 11, 2014 (18 days) · Other

• Janice Marie Powell left Diversify Wealth Management, Llc for Secure Investment Management, Llc (registered 2025-06-17)
  Mar 21, 2025 · Advisor changed firm · fact
• Janice Marie Powell left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2024-02-22)
  Mar 21, 2025 · Advisor changed firm · fact
• Janice Marie Powell left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-09-15)
  Jul 12, 2024 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

17derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address