YOUR Source Financial PLC
Legal Name: YOUR SOURCE FINANCIAL, PLC.
1747 E MORTEN AVE, SUITE 305, PHOENIX, AZ
Full Contact Details
YOUR Source Financial PLC
1747 E MORTEN AVE, SUITE 305, PHOENIX, AZ
602-343-1700
Other Info
YOUR Source Financial PLC is legally known as YOUR SOURCE FINANCIAL, PLC.. It is an AZ Limited Liability Company. This firm has 7 employees, of which 6 are employees in advisory roles. It serves 261 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 13, 2004.
Direct Owners
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GEORGE RICHARD COLLETT
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MOUNT WHITNEY INVESTMENTS, L.L.C.
MEMBER owns more than 10% but less than 25%
-
RAYMOND JOHN DIMURO
MEMBER owns more than 25% but less than 50%
Indirect Owners
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JEFFRY WILLIAM BAUM
MEMBER owns more than 50% but less than 75%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
TD AMERITRADE, INC.
United States -
UBS FINANCIAL SERVICES INC.
United States