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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2024-11-21 |
| AZ | RA | APPROVED | 2024-07-18 |
Branch Locations
1440 E Missouri Ave Suite 250, Phoenix, AZ 85014 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perspective Financial Services, Llc | Phoenix | AZ | 10/2003 | 03/2023 |
| Thrivent Advisor Network Llc Dba Perspective Financial Services | Phoenix | AZ | 03/2023 | 08/2024 |
| Diversify Wealth Management | Sandy | UT | 07/2024 | Present |
1- Friends and Supporters of Troop 30 Inc (FAST 30). Role: Chairman of Board of Directors for 501(c)(3) Non-Profit. Location: Phoenix, AZ. Duties: Oversee the Board of Directors; oversee 4 scouting units. Hours: 5%. 2- SEEDS for Autism, Inc. Role: Board Member/Volunteer. Responsibilities: SEEDs provides a day program where participants learn life skills in a wide variety of business areas. Location: Phoenix, AZ. Duties: Attend Board meetings, Provide input, do occasional research and follow up on ideas generated at board meetings. Hours: 2%. 3- Perspective Financial Services; DBA name for marketing purposes only-brand name used for IAR team. Role: Tax Preparer. Responsibilities: Assist people complete 1040 using Intuit ProConnect software; registered tax preparer (non-paid) with IRS. Location: Phoenix, AZ. Hours: 4%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-21 |
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