Best Investors
Account
Sign in
Best Investors
Account
Sign in
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-16 |
| 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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perspective Financial Services, Llc | Phoenix | AZ | 09/2006 | 03/2023 |
| Thrivent Advisor Network Llc Dba Perspective Financial Services | Phoenix | AZ | 03/2023 | 08/2024 |
| Diversify Wealth Management | Sandy | UT | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 1992-01-06 |
Reach out to this advisor