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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
2449 S Willis St Ste 106, Abilene, TX 79605 • 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 |
|---|---|---|---|---|
| Mhl Investments | Midvale | UT | 06/2023 | 10/2025 |
| Mhl Investments | Midvale | UT | 10/2024 | Present |
| Synchrony Wealth Management | Abilene | TX | 09/2021 | Present |
| Quiktrip | Suwanee | GA | 10/2019 | 09/2021 |
| Brigham Young University | Provo | UT | 01/2014 | 05/2018 |
| Georgia State University | Atlanta | GA | 08/2018 | 10/2019 |
| Everspire | Midvale | UT | 01/2025 | Present |
1. TomiPlan, Non Investment-related, Everspire Plaza, 6900 S 900 E., Ste 200, Midvale, UT 84047, Refers business to TomiPlan, No position (investment-related) with TomiPlan ( Just refers to the Co.), 10/08/2024, 10 hrs/month, 10 hrs/month during securities trading hours, Receives a referral fee for referring business to (Financial Planning Company). No securities or financial products are offered at TomiPlan. 2. Southtowne Enterprise, Inc., S-Corp DBA Synchrony Wealth Management, Non Investment-related, 2449 S Willis St Ste. 106, Abilene TX 79605, Synchrony Wealth is an SCorp. It is not a registered RIA. However, since registered representatives and IARs will conduct business at this location it is a Branch Office of MHL and Everspire. All security business will be done through MHL and Everspire, Risk Management Specialist, 11/01/2025, 180 hours/month, 160 hours/month during securities trading hours, receives a salary from Synchrony Wealth Management LLC, supports clients with insurance education and case coordination, offers fixed insurance products (life, disability, long-term care) through MHL Insurance Services and is paid commissions for insurance business by MHL and does not offer or supervise securities or investment advisory services in this role. 3. ExpressER, Non Investment-related, 4157 Buffalo Gap Rd., Abilene, TX 79605, Emergency Room, Medical, Front Desk Assistant, 02/12/2024, 48 hrs/month, 0 hrs/month during securities trading hours, Gather patients' information, clean and sanitize the office, answer phone.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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