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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
| UT | RA | APPROVED | 2021-06-18 |
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 |
|---|---|---|---|---|
| Mhl Investments | Midvale | UT | 06/2020 | Present |
| United Airlines | Chicago | IL | 08/2016 | Present |
| Everspire (A Dba Of Aegis Wealth Group, Llc) | Midvale | UT | 06/2021 | Present |
1. United Airlines, Non Investment-Related, 233 S Wacker Drive, Chicago, IL 60606, Airline, First Officer, Pilot, starting date 08/2016, 0 hours/month, 0 hours/month during securities trading hours, on Long Term Disability leave. 2. 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 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-11 |
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