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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-06-22 |
| UT | RA | APPROVED | 2021-11-23 |
Branch Locations
3605 Grant Dr., Reno, NV 89509 • 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 |
|---|---|---|---|---|
| Everspire (A Dba Of Aegis Wealth Group, Llc) | Midvale | UT | 11/2021 | Present |
| Carefree Professional Practice Resources, Llc | Reno | NV | 09/2012 | Present |
| Rockwell Financial, Pllc | Reno | NV | 11/2011 | Present |
| Mhl Investments | Midvale | UT | 12/2024 | Present |
1) Carefree Professional Practice Resources, LLC; not investment-related; Reno, Nevada; professional services and CPA practice; Tax and Valuation Principal; since 2012; 160 hours / month, mostly during securities trading hours; tax and financial reporting as well as mergers and acquisitions within the dental industry. 2) Rockwell Financial, PLLC; not investment-related; Reno, Nevada; professional services and CPA practice; Owner; since 2011; 16 hours / month, during and after securities trading hours; tax, dental office consulting, and valuation of dental and other business types. 3) TomiPlan - investment related; Midvale, UT 84047; receives a referral fee for referring business to TomiPlan (Financial Planning Company). No securities or financial products are offered at TomiPlan; 08/2023; 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-04 |
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