YOUR SOURCE FINANCIAL, PLC.
Legal name: YOUR SOURCE FINANCIAL
CRD #109409 SEC #801-62784 PHOENIX, AZ 602-343-1700
SEC Registered
Total AUM
$235.8M
Discretionary
$216.7M
Employees
5
Clients
51
Accounts
544
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLLETT, GEORGE, RICHARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| DIMURO, RAYMOND, JOHN | I | MEMBER | C | Control |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| LSMH PROPERTIES, LLC | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| MOUNT WHITNEY INVESTMENTS, L.L.C. | DE | MEMBER | B | |
| LOCK, ETHAN | I | MEMBER | A | |
| LOCK, ETHAN | I | MEMBER | A | |
| LOCK, ETHAN | I | MEMBER | A | |
| LOCK, ETHAN | I | MEMBER | A | |
| LOCK, ETHAN | I | MEMBER | A | |
| MALINOVIC, VANCE | I | MEMBER | A | |
| MALINOVIC, VANCE | I | MEMBER | A | |
| MALINOVIC, VANCE | I | MEMBER | A | |
| MALINOVIC, VANCE | I | MEMBER | A | |
| MALINOVIC, VANCE | I | MEMBER | A | |
| METZ, ERIC, DOWNIN | I | MEMBER | A | |
| METZ, ERIC, DOWNIN | I | MEMBER | A | |
| METZ, ERIC, DOWNIN | I | MEMBER | A | |
| METZ, ERIC, DOWNIN | I | MEMBER | A | |
| METZ, ERIC, DOWNIN | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAUM, JAMES, R | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JAMES, R | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JAMES, R | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JAMES, R | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JAMES, R | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| BAUM, JEFFRY, WILLIAM | I | MOUNT WHITNEY INVESTMENTS, L.L.C. | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, DOUGLAS, A | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D | |
| CLING, ELIZABETH, L | I | LSMH PROPERTIES, LLC | D |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (5)
AZ CA FL IL TX
Address
1540 E MARYLAND AVESUITE 104
PHOENIX, AZ 85014
United States
Phone: 602-343-1700