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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 | 2023-04-03 |
| UT | RA | APPROVED | 2023-01-04 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
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 |
|---|---|---|---|---|
| Optioniq, Llc | Salt Lake City | UT | 08/2014 | 05/2021 |
| Cambria Capital, Llc | Salt Lake City | UT | 05/2016 | 05/2021 |
| Benchmark Investments , Inc | New York | NY | 05/2021 | 12/2022 |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 07/2021 | 01/2022 |
| Kingswood Wealth Advisors Llc | Stockbridge | GA | 01/2022 | 12/2022 |
| Mhl Investments | Midvale | UT | 12/2022 | Present |
| Everspire | Midvale | UT | 12/2022 | Present |
1) TomiPlan - investment related; Midvale, UT; receive a referral fee for referring business to TomiPlan (Financial Planning company). No securities or financial products are offered at TomiPlan; 12/2022; ~10 hrs/month. 2) Cardinal Capital Partners, LLC - not investment related; Taylorsville, UT; Real estate LLC - single member owner; occasionally runs a car rental AirBNB 5/2021; ~15 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-28 |
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