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Ryan Omer Smith

WADE READ CAPITAL, LLC·BOUNTIFUL, Utah
SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99TOClean record20 years registeredWADE READ CAPITAL, LLC
270 SOUTH MAIN, BOUNTIFUL, UT 84010CRD# 4340304Firm CRD# 319722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Omer Smith · BOUNTIFUL, UT
Registration
CRD #4340304 · WADE READ CAPITAL, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

DIVERSIFY ADVISORY SERVICES, LLC
Sep 2023 – present
DIVERSIFY ADVISORY SERVICES, LLC
Sep 2023 – Sep 2023
SANDY, UT
DFPG INVESTMENTS, LLC
Apr 2015 – Jul 2024
Honolulu, HI
DIVERSIFY WEALTH MANAGEMENT, INC.
Dec 2013 – Nov 2015
SOUTH JORDAN, UT
LJCOOPER CAPITAL MANAGEMENT, LLC
Oct 2011 – Oct 2014
SOUTH JORDAN, UT
DFP ADVISORS, INC.
Mar 2011 – Aug 2011
DRAPER, UT
OMNI INVESTMENT ADVISORS INC
Nov 2005 – May 2011
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 63
Series 66
Series 99TO
Registration record
First registered · November 18, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Ryan Omer Smith offer?
Ryan Omer Smith is a registered financial advisor in BOUNTIFUL, Utah. Contact their office for details on services offered.
What are Ryan Omer Smith's credentials?
Ryan Omer Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Omer Smith located?
Ryan Omer Smith is based in BOUNTIFUL, Utah, working with WADE READ CAPITAL, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How large is WADE READ CAPITAL, LLC?
WADE READ CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at WADE READ CAPITAL, LLC

Kevin Christopher Bradburn
BOUNTIFUL, UT
Taylor Weston Garrett
BOUNTIFUL, UT
Daniel James Luke
BOUNTIFUL, UT
CFP

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