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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| UT | RA | APPROVED | 2017-07-11 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 11/2012 | 06/2017 |
| Everspire (A Dba Of Aegis Wealth Group) | Midvale | UT | 07/2017 | Present |
| Dfpg Investments, Inc. | Sandy | UT | 07/2017 | 11/2017 |
| M. H. Leblang, Inc. | Midvale | UT | 01/2018 | Present |
1. Omnisource, non-investment related, Highland, Utah, owner, 2008, 1 hour/month, during and/or after securities hours, referrals to other real estate professionals. 2. Omni Real Estate, non-investment related, Highland, Utah, real estate manager, 6/2018, 5 hours/month, 5 hours/month during securities trading hours, personal holdings. 3. Name of business: N/A, non-investment related, Highland, Utah, 84003, Music performance, Owner, 02/24/2020, 5 hours/month, 0 hours/month during securities trading hours, Music performance/recordings. 4. The Views, LLC, investment-related, 1111 S Gap Canyon, Pkwy, St. George, UT 84770, Rental Property, Member (non-investment-related position), Working with Property Manager and collecting rent. The property is owned under an LLC. 5. TomiPlan - Investment Related; Midvale, UT; receives a referral fee for referring business to TomiPlan (Financial Planning Company). No securities or financial products are offered at TomiPlan; 12/2022; 10 hours/a month. 6. J2BC LLC, non-investment related, 2795 E Utah Ave, Fresno, CA 93720, Medical Industry. AbundaBox works with Connecting World Merchandise to connect AbundaBox with medical facilities that have patience that are covered under Mecicare & Medicaid who have patients who are qualified to receive medical supplies to their home. These supplies may include Covid Test, Ess. Vitamins, Monitoring Devices, etc., Marketing Broker, Refers C-Suite contacts to J2BC (wholesaler for CWM), 02/06/2024, 10 hrs/mo., 10 hrs/mo. during securities trading hours, Connecting Worldwide Merchandise). He only makes an introduction and then CWM, the referral, and AbundaBox meet. If the AbundaBox services meet the needs of some of the medical facilities qualified patients, then Ryan will get approx .60 per box delivered. AbundaBox pays CWM for referring the business, CWM pays J2BC, & J2BC pay a referral fee to Ryan (.60 per box).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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