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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_RES 2025-09-24
AZ RA APPROVED 2024-07-18
  • TX RA
    APPROVED_RES
    Since 2025-09-24
  • AZ RA
    APPROVED
    Since 2024-07-18

Branch Locations

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

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Your Source Financial, P.L.C. Scottsdale AZ 10/2010 04/2023
Thrivent Advisor Network Llc, Dba Perspective Financial Services Phoenix AZ 04/2023 08/2024
Diversify Wealth Management Sandy UT 07/2024 Present
  • 10/2010 → 04/2023
    Your Source Financial, P.L.C.
    Scottsdale, AZ
  • 04/2023 → 08/2024
    Thrivent Advisor Network Llc, Dba Perspective Financial Services
    Phoenix, AZ
  • 07/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-01
S63 Uniform Securities Agent State Law Examination 1995-10-16
  • S66 Uniform Combined State Law Examination
    2001-08-01
  • S63 Uniform Securities Agent State Law Examination
    1995-10-16
Other Names
  • Marc Edward Brock

View on SEC IAPD

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