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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-15 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
2750 East Cottonwood Parkway #300, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Midvale | UT | 01/2016 | 10/2023 |
| Sofi Securities Llc | Cottonwood Heights | UT | 10/2023 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-20 |
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