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SG

Sidney Gothelf

Some features on this profile are disabled
CRD#: 226317
SG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sidney Gothelf was a registered financial professional .

Sidney is a previously registered financial professional and started their career in finance in 1961. Sidney had worked at 2 firms and has passed the Series 1 exam.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 6, 1971 - December 16, 1981

MHL INVESTMENTS

BD
CRD#: 2535
Past

May 11, 1961 - August 31, 1975

666 EQUITIES CORPORATION

BD
CRD#: 3422

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 1
Date: 2/26/1959
Registered Representative Examination

Current Firm

MI
MHL INVESTMENTS
M. H. LEBLANG, INC. | SYNCHRONY WEALTH MANAGEMENT | MHL TAMP | MHL INVESTMENTS ADVISORY | MHL INVESTMENTS | MHL

CRD#: 2535 / SEC#: , 8-12730

Utah
Registered Investment Advisory firm - SEC (1/12/2026 Conditional Restricted)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
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Contact information

Main Address
Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
Mailing Address
Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
Phone number
(801) 545-8706
Established
New York since 01/04/1966
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
7

FINRA licenses (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JONES, ROY RUSSELLCEO, CCO - INVESTMENT ADVISER3166097
JONES, JOSHUA PAUL EDWARD DALE RAYGSP5139521
AKBAR, MONICA ROSALINDCCO - BROKER-DEALER6262432
VIGLIAROLO, JOSEPH CHARLESFINOP4880434

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MHL INVESTMENTS

CRD#: 2535

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