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MA

Max R. Andrus

MHL INVESTMENTS
MIDVALE, UT 84047
CRD#: 8077153
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MA
Max Ray AndrusMHL INVESTMENTS

Professional summary


Max Ray Andrus is a registered financial professional currently at MHL INVESTMENTS located in Midvale, Utah.

Max is registered as a RR (Registered Representative) and started their career in finance in 2025. Max has worked at 1 firm and has passed the Series 99TO and SIE exams.

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) - BD


Click below to view Max Ray Andrus's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 26, 2025 - Present

MHL INVESTMENTS

Office #1: Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047Office #2: Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
RIA
BD
CRD#: 2535
MIDVALE, UT

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 99TO
Date: 6/10/2025
Operations Professional Examination
SRO Registrations
RR
FINRA

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)
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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)


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


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Company Information


MHL INVESTMENTS

CRD#: 2535Midvale, UT 84047

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