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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| CO | RA | APPROVED | 2026-03-26 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Centennial, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 05/2016 | 12/2021 |
| Moloney Securities Asset Managment Llc | Manchester | MO | 05/2016 | 12/2021 |
| Moloney Investment Advisory Llc | Manchester | MO | 05/2016 | 12/2016 |
| Apollon Wealth Management, Llc | Parker | CO | 12/2021 | 03/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2022 | 03/2026 |
| Mhl Investments | Midvale | UT | 03/2026 | Present |
| Everspire | Midvale | UT | 03/2026 | Present |
1) TomiPlan, Investment-related, Everspire Plaza, 6900 S 900 E STE 200, Midvale, Utah 84047, Refers business to TomiPlan, No position - Refers to the Co. 04/2026, 10 hrs/month, 10 hrs/month during securities trading hours, Receives a referral fee for referring business to TomiPlan (Financial Planning Company), No securities or financial products are offered at TomiPlan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-16 |
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