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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
| UT | RA | APPROVED | 2026-03-17 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
15615 Alton Pkwy Ste 450, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Irvine | CA | 12/2013 | 01/2026 |
| World Financial Group, Inc. | Irvine | CA | 12/2012 | 01/2026 |
| Dle Alliance Inc. | Orance | CA | 02/2016 | Present |
| Your Ia | St. George | UT | 03/2026 | Present |
| First Asset Financial | Salina | KS | 03/2026 | Present |
| Experior Financial Group | Irvine | CA | 03/2026 | Present |
DLE Alliance Inc. | Not Investment Related | 94 Playa Circle, Aliso Viejo, CA 92656 | S. Corp | President | Owner | February 2016 | Zero hours during the month | Zero hours during trading | Pass through entity for tax purposes. Experior Financial Group | Investment Related | 300 Airborne Pkwy, Suite 210 Cheektowaga, NY, 14225 | Insurance Agency | Insurance Agent | 1099 Contractor | March 20206 | 30 hours per month | 20 hours during securities trading hours | Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-30 |
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