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Patrick Buck Ming Eng

Diversify Wealth Management, LLC

South Jordan, UT

Phoenix, AZ

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Current Employers
Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-21
AZ RA APPROVED 2024-07-18
  • TX RA
    APPROVED
    Since 2024-11-21
  • AZ RA
    APPROVED
    Since 2024-07-18

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

1440 E Missouri Ave Suite 250, Phoenix, AZ 85014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2006 → 03/2023
    Perspective Financial Services, Llc
    Phoenix, AZ
  • 03/2023 → 08/2024
    Thrivent Advisor Network Llc Dba Perspective Financial Services
    Phoenix, AZ
  • 07/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-08
S63 Uniform Securities Agent State Law Examination 2000-06-22
  • S65 Uniform Investment Adviser Law Examination
    2005-02-08
  • S63 Uniform Securities Agent State Law Examination
    2000-06-22

View on SEC IAPD

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