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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-12-11 |
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 |
|---|---|---|---|---|
| Wilkinson Financial Llc | Woodlands | TX | 01/2018 | 02/2020 |
| Utah Surf | Highland | UT | 05/2016 | 05/2023 |
| North Capital Private Securities | Midvale | UT | 01/2017 | 08/2017 |
| Lashbrook | Draper | UT | 12/2015 | 01/2017 |
| Utah Valley University | Orem | UT | 03/2020 | 08/2020 |
| Guerrilla Advisors, Llc | Salt Lake City | UT | 04/2020 | 12/2023 |
| Dissonance Holdings, Llc | Salt Lake City | UT | 03/2020 | 11/2023 |
| Penny Lane Hoa | American Fork | UT | 11/2018 | 05/2025 |
| Dominos | Orem | UT | 12/2020 | 04/2021 |
| Keller Williams Westfield | Orem | UT | 04/2021 | 05/2025 |
| Everspire | Midvale | UT | 12/2023 | Present |
| Tomiplan | Midvale | UT | 11/2023 | Present |
1) TomiPlan, Investment Related, Everspire 6900 S 900 E, Ste. 200, Midvale, UT 84047, Financial Planning, Financial Planner, December 2023 to present; TomiPlan takes consumers through the Financial Planning process as outlined by the CFP Board except for implementation. No securities or financial products are offered at TomiPlan. 150 hours a month and all hours are during trading hours. 2) Devo5 LLC - Not investment-related; American Fork, Utah; Rental Property Ownership. Mr. Frampton owns the property and rents it out; 03/01/2020 to present; less than 10% of time spent on this activity. 3) B&D Frampton LLC - Not investment related; Orem Utah; Holding company for income from Everspire; 11/2023 to present; 0 hours spent on the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-14 |
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