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

Adilene Calixtro

Diversify Wealth Management, LLCindependent RIASouth Jordan, Ut dual registrantIAPD 6830755

Feed of 09/14/2026

Also filed as Adi Calixtro

At current firm

0 y

since Aug 28, 2026

In the industry

15 y

since Mar 1, 2011 (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

Registration history

IAPD current and previous registrations

Diversify Wealth Management, LLC independent RIA current
since Aug 28, 2026 · South Jordan, Ut
Diversify Advisory Services, LLC BD affiliated
Apr 7, 2026 to Aug 28, 2026 · South Jordan, Ut
Sonoma Allocations independent RIA
Aug 21, 2025 to Apr 16, 2026 · Santa Rosa, Ca
Diversify Advisory Services, LLC BD affiliated
Oct 3, 2023 to Jan 31, 2025 · Santa Rosa, Ca
Dfpg Investments, LLC former
Mar 1, 2023 to Dec 31, 2023 · Santa Rosa, Ca
Fermata Advisors independent RIA
Feb 18, 2021 to Jul 13, 2022 · Sonoma, Ca
U.S. Bancorp Investments, Inc. former
Jan 15, 2019 to Feb 19, 2021 · Rohnert Park, Ca

Moves

a registration end followed by a registration begin elsewhere

Diversify Advisory Services, LLC to Diversify Wealth Management, LLC
left Aug 28, 2026, registered Aug 28, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Sonoma Allocations to Diversify Advisory Services, LLC
left Apr 16, 2026, registered Apr 7, 2026 (-9 days) · RIA to affiliated broker-dealer or bank
Diversify Advisory Services, LLC to Sonoma Allocations
left Jan 31, 2025, registered Aug 21, 2025 (202 days) · Affiliated broker-dealer or bank to a newly registered adviser
Dfpg Investments, LLC to Diversify Advisory Services, LLC
left Dec 31, 2023, registered Oct 3, 2023 (-89 days) · RIA to affiliated broker-dealer or bank · moved with a team
Fermata Advisors to Dfpg Investments, LLC
left Jul 13, 2022, registered Mar 1, 2023 (231 days) · RIA to RIA
U.S. Bancorp Investments, Inc. to Fermata Advisors
left Feb 19, 2021, registered Feb 18, 2021 (-1 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Adilene Calixtro left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2026-08-28)
Aug 28, 2026 · Advisor changed firm · fact
Adilene Calixtro left Sonoma Allocations for Diversify Advisory Services, Llc (registered 2026-04-07)
Apr 16, 2026 · Advisor changed firm · fact
Adilene Calixtro left Diversify Advisory Services, Llc for Sonoma Allocations (registered 2025-08-21)
Jan 31, 2025 · Advisor changed firm · fact
Adilene Calixtro left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-10-03)
Dec 31, 2023 · Advisor changed firm · fact
Adilene Calixtro left Fermata Advisors for Dfpg Investments, Llc (registered 2023-03-01)
Jul 13, 2022 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address