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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-16 |
Branch Locations
6900 S 900 E Suite 200, Midvale, UT 84047 • 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 | 03/2022 | Present |
| Boeing | Salt Lake City | UT | 07/1987 | 09/2021 |
| Retired | Ogden | UT | 09/2021 | 03/2022 |
| Everspire | Midvale | UT | 01/2024 | Present |
TomiPlan, non investment-related, Everspire Plaza, 6900 S 900 E., Ste., Midvale, UT 84047, Financial Planning Company, Refers business to TomiPlan (position - investment-related) , 01/16/2024, 10 hrs/month, 10 hrs/month during securities trading hours, receive a referral fee for referring business to TomiPlan. No Securities or financial products are offered at TomiPlan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-30 |
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