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Mesa, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-18 |
| NC | RA | APPROVED | 2026-01-14 |
| NV | RA | APPROVED | 2024-08-28 |
| CA | RA | APPROVED | 2022-10-24 |
| TX | RA | APPROVED | 2022-09-22 |
| KS | RA | APPROVED | 2022-09-19 |
| AZ | RA | APPROVED | 2022-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Capital Management, Llc | Westlake Village | CA | 01/2018 | 05/2020 |
| Arista Wealth Management | Mesa | AZ | 05/2017 | 09/2017 |
| Frandsen Morrill Advisors | Provo | UT | 09/2016 | 05/2017 |
| Bcj Financial Group | Sandy | UT | 05/2016 | 09/2016 |
| Student | Mesa | AZ | 09/2017 | 01/2018 |
| Fern Financial Group, Llc | Mesa | AZ | 01/2022 | Present |
| One Capital Management, Llc | Westlake Village | CA | 05/2020 | 09/2022 |
Joshua Pollard is separately licensed as an independent insurance agent. 1. Renew Biotechnologies, LLC Address: 2315 West 700 South, Suite A-L, Pleasant Grove, UT 84062 Nature of Business: Biotechnology - Molecular diagnostics and R&D company Investment-Related: Yes Position / Title / Duties: Board Manager Duties include guiding the management team, voting on company decisions, and participating in the company's capital-raising committee. Start Date: 01/23/2024 Hours per Month: 4 hours Hours During Securities Trading Hours: 0 2. Fern Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for tax/estate purposes Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 11/01/2022 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 3. Pollard Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for tax and estate planning purposes Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 10/01/2022 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 4. Fern Consulting, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Outsourced consulting services to small and medium-sized businesses Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 10/01/2024 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0 5. Fern CFO, LLC Address: 322 Loges Ct, Lawrence, KS 66049 Nature of Business: Outsourced financial support to small and medium-sized businesses Investment-Related: No Position / Title / Duties: Manager Duties include oversee financials. Start Date: 06/01/2025 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0 6. Deviate Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for fractional ownership of One Sports Global, LLC Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 07/01/2023 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 7. One Sports Global, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Sports marketing agency representing athletes and brands Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 01/01/2023 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0
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