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6900 S. 900 E., Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-12 |
Branch Locations
6900 S. 900 E. Suite 200, Midvale, UT 84047 • UNITED STATES
Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047 • United States
Everspire Plaza, 6900 S. 900 E. Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
| UT | RA | APPROVED | 2023-10-13 |
Branch Locations
Everspire Plaza, 6900 S. 900 E. Suite 200, Midvale, UT 84047 • United States
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-18 |
| UT | RA | APPROVED | 2015-08-14 |
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 |
|---|---|---|---|---|
| Dfpg Investments, Inc. | South Jordan | UT | 07/2015 | 11/2017 |
| Mhl Investments | Midvale | UT | 12/2017 | Present |
| Everspire (A Dba Of Aegis Wealth Group) | Midvale | UT | 04/2015 | Present |
| Tomiplan | Midvale | UT | 12/2022 | Present |
| E6 Portfolios | Midvale | UT | 07/2023 | Present |
| Mhl Investments (Ia Line Of Business) | Midvale | UT | 01/2026 | Present |
1.TomiPlan - Investment Related; Midvale, UT; Operating President & Co-Owner/Principal, 12/2022, Refers business to TomiPlan, and works with the TomiPlan team to build operational processes and ensures the processes are properly executed. No securities or financial products are offered at TomiPlan. 80 hours a month and all of those hours are during trading hours. 2. Reve LLC - Not investment-related, Salt Lake City UT; used for holding income from Everspire & MHL, Member/Owner, 01/2023; hrs variable, 0 hrs/month during securities trading hours; While the LLC continues to hold income related to this activity, as of December 2024, will be providing speaking and moderator services for Utah Valley University (UVU) under LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-18 |
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