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Tyler Clark

Sofi Wealth LLC

Cottonwood Heights, UT

San Francisco, CA

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Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-05-09
  • UT RA
    APPROVED
    Since 2017-05-09

Branch Locations

2750 East Cottonwood Pkwy Suite 300, Cottonwood Heights, UT 84121 • United States

234 1St Street, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Eagle Mountain UT 10/2016 03/2017
Td Ameritrade Draper UT 06/2009 10/2016
Sofi Wealth, Llc San Francisco CA 03/2017 Present
Sofi Securities, Llc San Francisco CA 09/2017 Present
Social Finance, Inc. San Francisco CA 03/2017 Present
  • 10/2016 → 03/2017
    Unemployed
    Eagle Mountain, UT
  • 06/2009 → 10/2016
    Td Ameritrade
    Draper, UT
  • 03/2017 → Present
    Sofi Wealth, Llc
    San Francisco, CA
  • 09/2017 → Present
    Sofi Securities, Llc
    San Francisco, CA
  • 03/2017 → Present
    Social Finance, Inc.
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-07
S65 Uniform Investment Adviser Law Examination 2017-05-09
S66 Uniform Combined State Law Examination 2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-07
  • S65 Uniform Investment Adviser Law Examination
    2017-05-09
  • S66 Uniform Combined State Law Examination
    2000-07-27

View on SEC IAPD

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SCOTT RAYMOND BURNETT
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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS, UT
LPL FINANCIAL LLC · MIDVALE, UT
LPL FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
PRIME CAPITAL FINANCIAL · Cottonwood Heights, UT
SEQUOIA FINANCIAL GROUP, L.L.C. · Cottonwood Heights, UT

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