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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-24 |
| AZ | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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