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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-05 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
2449 S Willis St. Ste. 106, Abilene, TX 79605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titan Securities | Dallas | TX | 08/2009 | 05/2023 |
| Mhl Investments | Midvale | UT | 05/2023 | Present |
| Everspire | Midvale | UT | 05/2023 | Present |
1) SouthTowne Enterprise, Inc - S-Corp DBA Synchrony Wealth Management; Non-Investment Related; 2449 S Willis St. STE 106, Abilene, TX 79605; Revenue from security business, life insurance business, and advisory business flows through the company. However, all advisory business is done through Everspire and all security business and life insurance business is done through MHL Investments; 1/2011; 200 hours a month. 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 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-23 |
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