Max Kimball

Current Employers

Employment History

• 11/2013 → 10/2017
  Morgan Stanley
  South Jordan, UT
• 06/2019 → Present
  Sofi Securities Llc
  Cottonwood Heights, UT
• 06/2019 → Present
  Sofi Wealth Llc
  Cottonwood Heights, UT
• 10/2017 → 06/2019
  Signature Real Estate Utah
  Cottonwood Heights, UT
• 06/2019 → Present
  Social Finance Inc.
  Cottonwood Heights, UT
• 10/2024 → Present
  Signature Real Estate Group
  Las Vegas, NV

Previous Registrations

• 2014-09-26 → 2017-10-02
  Morgan Stanley
  South Jordan, UT
  Salt Lake City, UT
  South Jordan, UT

Other Businesses

8/1/2019 - present; providing office support for Signature Real Estate Utah. The role includes book keeping, mailing late notices to tenants, and occasionally helping a client buy or sell a property on weekends and evenings only - less than 20 hrs./week, none during normal business/trading hours; not investment related. 10/2024 - present; not investment related; 6605 grand montecito pkwy #150 Las Vegas, NV 89149; real estate agent, devote 2 hours a month; 0 hours during trading or business hours; use license to conduct realestate activity in NV cnnected with and to Signature Real Estate Group

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-26
• S63 Uniform Securities Agent State Law Examination
  2007-05-25

Other Names

• Max M Kimball
• Max M Kimball
• Max Morris Kimball
• Max Kimball
• Max Morris Kimball
• Maury Kimball