Todd J. Hills

DIVERSIFY WEALTH MANAGEMENT

MARICOPA, AZ

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CRD#: 5835638

Professional summary

Todd Jeremy Hills, who also goes by Todd J Hills, Todd Jeremy Hills, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Maricopa, Arizona and DFPG INVESTMENTS, LLC located in Sandy, Utah.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Todd has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd J Hills | Todd Jeremy Hills

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Diversify Insurance, Inc.; Non-investment related; Sandy, UT; Insurance; Financial Advisor; 05/2022; 1% during business hours; Selling life insurance to individuals as part of their financial plan where suitable. Explain benefits and costs and help apply to an individual's particular situation and financial plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Jeremy Hills's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 4, 2024 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

RIA

CRD#: 329878

MARICOPA, AZ

Current

May 5, 2022 - Present

DFPG INVESTMENTS, LLC

Office #1: 9017 S Riverside Drive Suite 210, Sandy, UT 84070

CRD#: 155576

Sandy, UT

Past

September 15, 2023 - March 11, 2025

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

SANDY, UT

Past

May 9, 2022 - February 9, 2024

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

Sandy, UT

Past

July 15, 2019 - April 22, 2022

EDWARD JONES

RIA

CRD#: 250

SALT LAKE CITY, UT

Past

July 15, 2019 - April 22, 2022

EDWARD JONES

CRD#: 250

SALT LAKE CITY, UT

Past

November 10, 2017 - October 18, 2018

BRUCE A. LEFAVI SECURITIES, INC.

CRD#: 10684

SALT LAKE CITY, UT

Past

March 8, 2016 - April 12, 2017

GOLDMAN SACHS & CO. LLC

CRD#: 361

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/11/2024)

IAR

Arizona
(4/16/2024)

Utah
(5/5/2022)

IAR

Utah
(3/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

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Contact information

Main Address

9017 S Riverside Dr Suite 210, Sandy, UT 84070

Mailing Address

Phone number

(801) 838-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFY WEALTH MANAGEMENT (7/25/2025)

Regulatory assets under management

Total Number of Accounts	12,760
AUM (Assets Under Management)	$ 2,526,799,821

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Todd J. Hills

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Jeremy Hills's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

EDWARD JONES

EDWARD JONES

BRUCE A. LEFAVI SECURITIES, INC.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2016

FINRA

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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