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DIVERSIFIED RESOURCES, LLC

WARWICK, RI · CRD 31346 · IAPD ↗ · divres.com · (401) 941-1500

$268.8MRegulatory AUM
1Advisory reps
6Employees
4Clients
More than 500Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — DIVERSIFIED RESOURCES, LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.