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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-17 |
| UT | RA | APPROVED | 2024-05-17 |
Branch Locations
2449 S Willis St Ste 106, Abilene, TX 79605 • 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 |
|---|---|---|---|---|
| United States Air National Guard | Fort Worth | TX | 10/2014 | 09/2020 |
| Synchrony Wealth Management | Abilene | TX | 01/2017 | Present |
| Envoy Air | Abilene | TX | 08/2014 | 12/2016 |
| Mhl Investments | Midvale | UT | 06/2023 | Present |
| Titan Securities | Abilene | TX | 07/2017 | 05/2023 |
| Everspire | Midvale | UT | 05/2024 | Present |
1. SouthTowne Enterprise, Inc - S-Corp DBA Synchrony Wealth Management; Non-Investment Related; 2449 S Willis St. STE 106, Abilene, TX 79605; Revenue from security business, life insurance business, and advisory business flows through the company. However, all advisory business is done through Everspire and all security business and life insurance business is done through MHL Investments; 1/2017; 200 hours a month. 2. TomiPlan - Investment related; Midvale, UT; receive a referral fee for referring business to TomiPlan(Financial Planning Company). No securities or financial products are offered at TomiPlan; 09/06/2023; 10 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
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