DFX Intelligence
Advisors
Advisors registered through Diversify Advisory Services, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
114 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Christopher Charles Truscello dual registrant | Diversify Advisory Services, LLC BD affiliated | Conshohocken, Pa | Dec 19, 2023 | 28 y | 4 | 2 |
| Jeremy Vidaic | Diversify Advisory Services, LLC BD affiliated | New York, Ny | Jun 3, 2025 | 12 y | 0 | 1 |
| Ruben E Vilorio dual registrant | Diversify Advisory Services, LLC BD affiliated | Sandy, Ut | Mar 4, 2024 | 10 y | 1 | 2 |
| E••• J••••• V•••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Sep 15, 2023 | 28 y | 4 | 4 |
| M••••••• V•••••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Jun 3, 2025 | 28 y | 2 | 1 |
| T••• T••• W••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | Pittsburgh, Pa | Nov 17, 2023 | 17 y | 3 | 3 |
| M••••• S•• W••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Sep 5, 2023 | 35 y | 3 | 2 |
| C•••• R••••• W••••••• Certified Financial Planner · dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | La Canada, Ca | Sep 5, 2023 | 40 y | 7 | 1 |
| C•••••• R••••• W••••••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Jun 9, 2025 | 25 y | 1 | 1 |
| M•••••• J••• W•••••••• | D•••••••• A••••••• S•••••••• L•• BD affiliated | Owasso, Ok | Jan 5, 2015 | 31 y | 3 | 2 |
| S•••••• A••••• W••••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Jun 9, 2025 | 40 y | 1 | 1 |
| B•••• W•••••• W••• Certified Financial Planner · dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Oct 3, 2023 | 29 y | 1 | 1 |
| D•••• J•• W•••••• Chartered Financial Analyst | D•••••••• A••••••• S•••••••• L•• BD affiliated | South Jordan, Ut | Sep 15, 2023 | 21 y | 1 | 1 |
| J•••• D••••• Z••••• dual registrant | D•••••••• A••••••• S•••••••• L•• BD affiliated | Manhattan Beach, Ca | May 8, 2024 | 17 y | 5 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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