Curtis Tibbs Ladd

Employer firm

Diversify Advisory Services, LLC CRD 326060

$4.65B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1986-02-28

Designations

• Certified Financial Planner

Other Names

• Curt Tibbs Ladd