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6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-02-14 |
| UT | RA | APPROVED | 2024-02-14 |
| WA | RA | APPROVED | 2024-02-14 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Seattle | WA | 12/2017 | 01/2024 |
| Payscale, Inc | Seattle | WA | 07/2016 | 03/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 01/2024 |
| Mhl Investments | Midvale | UT | 02/2024 | Present |
| Everspire | Midvale | UT | 02/2024 | 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. 02/07/2024, 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. 2. ZMC Wealth Management, LLC, non-investment related, 3985 W Kapalua, Cedar Hills, UT, 84062, Used for holding income from Everspire & MHL, Member/Owner, 2/7/2024, 10 hrs/mo., 10 hrs/mo. during securities trading hours and holding income from the finders fee that he may receive for introducing contacts to Dylan Nelson (Nelson Lending) who may wish to extend a loan or line of credit to Dylan to capitalize his company. Andrew will only make introductions, and receives a finder's fee from Nelson Lending if a transaction closes; no securities transactions or investment-related activity involved, 01/14/2026, 5 hrs/mo., 0 hrs/mo. during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-24 |
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