BL
Brook Langston
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CRD#: 7494312
BL
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.
Brook Langston was a registered financial professional .
Brook is a previously registered financial professional and started their career in finance in 2022. Brook had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1) Land Figures, LLC, Not Investment-related, 915 S 500 E, Suite 100, American Fork, UT 84003, invest in 1-10 acres of raw land and sell it to interested buyers, manager, part-owner (position non investment related), 05/25/2021, 1 hour/month, 0 hours/month during securities trading hours, Find land to buy, purchase it, and then sell it to an interested buyer. 2) Fire Iris, LLC, Non Investment-Related, 7265 S. 1950 E. #2 Cottonwood Heights, UT 84121; Collect residual payments from previous partnerships and land to be sold; Owner, 2018. 4 hours/month, 0 hours/month during securities trading hours. Buying and selling and responding to business loan requests. 3) TomiPlan, Investment-Related, Everspire 6900 S. 900 E, Ste. 200, Midvale UT 84047, Receive a referral fee for referring business to TomiPlan (Financial planning company); No securities or financial products offered at TomiPlan, Beginning of Operations 12/2022; 160 hrs/month during trading hours. 4) Referral Arrangement with Ephraim Olson (licensed tax attorney); Draper, UT; non-investment related, Receives a fee for introducing people and companies (not affiliated with MHL Investments or Everspire) to Ephraim Olson (tax attorney at Clark Olson Law, LLC). The referral would be someone who already owns Digital Assets and would like to donate these digital assets to charity and understand how they can receive tax deductions from the donations; 4/2023; 40-80hrs/month during trading hours. 5) LifeCare Services - Not investment related; West Jordan, UT. Delivers critical prescriptions to patients on hospice; 05/2023; 80 hours/month.
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®
NoneExperience
Past
December 19, 2022 - November 16, 2023
EVERSPIRE
RIA
CRD#: 222515
MIDVALE, UT
Past
May 18, 2022 - November 16, 2023
MHL INVESTMENTS
BD
CRD#: 2535
MIDVALE, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)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
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/16/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6900 South 900 East Suite 200, Midvale, UT 84047
Mailing Address
Phone number
(801) 545-8706
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,846 |
| AUM (Assets Under Management) | $ 181,142,726 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
