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Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-11
TX RA APPROVED 2023-12-19
  • LA RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 2023-12-19

Branch Locations

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

17110 Dallas Parkway Suite 280, Dallas, TX 75248 • 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
First Financial Center Of Dallas Dallas TX 11/1985 Present
Dfpg Investments, Inc. South Jordan UT 08/2016 Present
  • 11/1985 → Present
    First Financial Center Of Dallas
    Dallas, TX
  • 08/2016 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
Previous Registrations
  • 2008-12-09 → 2016-08-01
    Vsr Financial Services, Inc.
    Dallas, TX
    Overland Park, KS
    Worden, IL
  • 1986-03-04 → 2008-12-10
    Concourse Financial Group Securities, Inc.
    Dallas, TX
    Dallas, TX
Other Businesses

1. First Financial Center of Dallas; Non-Investment Related; 17110 Dallas Parkway Suite 280 Dallas TX 75248; Insurance; Owner; 08/1982; 20% during business hours; Insurance Sales, sells life, disability, long term and health insurance 2. First Financial Center of Dallas; Non-Investment Related; Dallas, TX; DBA and Passthrough entity; President; 11/1983; 5% during business hours; Corporation that is used for passthrough of commissions for securities, and insurance fees and commissions and for DBA marketing purposes, no formal services other than required filings. Payroll for employees. Bill paying. Health insurance for company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-28
  • S63 Uniform Securities Agent State Law Examination
    1986-02-28
Designations
Other Names
  • Curt Tibbs Ladd

View on SEC IAPD

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