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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-16 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 04/2021 | 08/2023 |
| World Financial Group, Inc. | Greenwood Village | CO | 10/2020 | 09/2023 |
| Unemployed | Boulder | CO | 08/2016 | 11/2016 |
| Spruce Farm Amp; Fish | Boulder | CO | 11/2016 | 02/2019 |
| 8Z Real Estate | Boulder | CO | 02/2019 | 12/2019 |
| Spruce Farm Amp; Fish | Boulder | CO | 12/2019 | 03/2020 |
| Unemployed | Boulder | CO | 03/2020 | 06/2020 |
| Spruce Farm Amp; Fish | Boulder | CO | 06/2020 | 11/2020 |
| Rudy Lasry | Greenwood Village | CO | 03/2021 | 09/2023 |
| Legacy Shield Solution, Inc. | Ponte Vedra Beach | FL | 10/2021 | 09/2023 |
| Risemint | Evergreen | CO | 09/2023 | 05/2025 |
| Purshe Kaplan Sterling Investment | Albany | NY | 05/2025 | 03/2026 |
| Apollon Wealth Management | Greenwood Village | CO | 05/2025 | 03/2026 |
| Everspire | Midvale | UT | 03/2026 | Present |
| Mhl Investments | Midvale | UT | 03/2026 | Present |
TomiPlan, Not investment-related, Everspire Plaza 6900 S. 900 E., STE. 200, MIDVALE, UT 84047, Financial Planning, Refers business to TomiPlan (position: investment-related), 03/31/2026, 10 hours/month, 10 hours.month during securities trading hours, Receives a referral fee for referring business to TomiPlan (Financial Planning Company). No securities or financial products are offered at TomiPlan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
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