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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
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 |
|---|---|---|---|---|
| Titan Securities | Dallas | TX | 01/2010 | 06/2023 |
| 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) RedCap LLC - Non-Investment Related. 2457 N 1200 E, Provo, UT 84004. Real Estate Investments. Owned by father. Passive Partner; 2011; 0 hours a month 3) BlueCap Investment Group, LLC - Non-Investment Related. 2457 N 1200 E, Provo, UT 84004. Owned by father. Passive Partner. BlueCap owns RedCap. Lending and investing in real estate and provides loans to acquire property; 2011; 0 hours a month 4) ARWODJ LLC - Non-Investment related. 8201 Thompson Pkwy Abilene, TX 79606. Owner. Established for Tax Planning purposes; 11/17/2022; 0 hours a month. 5) LesMike Investments, LLC - Non-Investment related. 8201 Thompson Pkwy Abilene, TX 79606. Owner. Established for Tax Planning purposes; 11/16/2022; 0 hours a month. 6) Got Zoom - Non-Investment Related. 12351 W 96th Terrace, Lenexa, KS, 66215. Receives a referral fee for referring people who want to consolidate student loans and also use government programs to reduce student loan debt; 12/17/2019; 4 hours a month12/17/2019 7) 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 | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-23 |
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