Moriah Ranade

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 02/2020
  Surevest Wealth Management
  Phoenix, AZ
• 01/2020 → 12/2022
  Surevest, Llc
  Phoenix, AZ
• 12/2022 → 09/2024
  Dfpg Investments, Llc
  Sandy, UT
• 09/2024 → 10/2025
  Kestra Private Wealth Services, Llc
  Plano, TX
• 10/2025 → Present
  Prospera Financial Services Inc
  Dallas, TX

Previous Registrations

• 2024-09-27 → 2025-01-15
  Kestra Private Wealth Services, Llc
  Colorado Springs, CO
  Austin, TX
  Plano, TX
• 2024-01-02 → 2024-10-01
  Diversify Advisory Services, Llc
  Peyton, CO
  South Jordan, UT
• 2022-12-05 → 2024-01-02
  Dfpg Investments, Llc
  Peyton, CO
  Sandy, UT
• 2020-02-03 → 2022-12-12
  Surevest Private Wealth
  Los Angeles, CA
• 2019-10-22 → 2020-02-07
  Surevest Wealth Management
  Phoenix, AZ

Other Businesses

Rental; Investment Related - No; 12867 Stone Valley Drive Peyton CO 80831; Rental Property; Owner; 10/2025; 1 Hour per month; 0 during trading hours; no duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-22

Other Names

• Moriah Bethany Boutin
• Moriah Bethany Boutin
• Moriah Bethany Ranade