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

Daniel Allan Teague

Diversify Advisory Services, LLCBD affiliatedSouth Jordan, UtIA-onlyIAPD 6206280

Feed of 09/14/2026

Also filed as Dan Teague

At current firm

3 y

since Sep 15, 2023

In the industry

13 y

since Jul 25, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Portfolio Managerreporteddiversify.comfirm site, Sep 15, 2026
Designations: MBAreporteddiversify.comas printed on the bio page, Sep 16, 2026
Professional profile: diversify.com/leadership-team/daniel-teaguereporteddiversify.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Diversify Advisory Services, LLC BD affiliated current
since Sep 15, 2023 · South Jordan, Ut
Dfpg Investments, LLC former
Apr 19, 2021 to Feb 9, 2024 · South Jordan, Ut
Gradient Wealth Management BD affiliated
Apr 10, 2020 to Apr 5, 2021 · Arden Hills, Mn
U.S. Bancorp Investments, Inc. former
Jan 27, 2016 to Apr 7, 2020 · Saint Paul, Mn
Woodbury Financial Services, Inc. former
May 5, 2015 to Feb 5, 2016 · Oakdale, Mn
Gradient Wealth Management BD affiliated
Jan 26, 2015 to May 1, 2015 · Arden Hills, Mn
Gradient Advisors, LLC independent RIA
Jun 3, 2014 to Jan 26, 2015 · Arden Hills, Mn

Moves

a registration end followed by a registration begin elsewhere

Dfpg Investments, LLC to Diversify Advisory Services, LLC
left Feb 9, 2024, registered Sep 15, 2023 (-147 days) · RIA to affiliated broker-dealer or bank · moved with a team
Gradient Wealth Management to Dfpg Investments, LLC
left Apr 5, 2021, registered Apr 19, 2021 (14 days) · Affiliated broker-dealer or bank to independent RIA
U.S. Bancorp Investments, Inc. to Gradient Wealth Management
left Apr 7, 2020, registered Apr 10, 2020 (3 days) · Affiliated broker-dealer or bank to another
Woodbury Financial Services, Inc. to U.S. Bancorp Investments, Inc.
left Feb 5, 2016, registered Jan 27, 2016 (-9 days) · Other
Gradient Wealth Management to Woodbury Financial Services, Inc.
left May 1, 2015, registered May 5, 2015 (4 days) · Other
Gradient Advisors, LLC to Gradient Wealth Management
left Jan 26, 2015, registered Jan 26, 2015 (0 days) · Other · moved with a team

Signals

Daniel Allan Teague left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-09-15)
Feb 9, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address