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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-08 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 06/2017 | 06/2017 |
| Wells Fargo Advisors | Salt Lake City | UT | 05/2016 | 06/2017 |
| Unemployed | Bend | OR | 01/2021 | 03/2021 |
| Wells Fargo Advisors | St Louis | MO | 05/2016 | 12/2020 |
| Lowe'S | Bend | OR | 03/2021 | 03/2022 |
| Massmutual | Windsor | CT | 05/2021 | 05/2022 |
| Principal Life Insurance | Lake Oswego | OR | 05/2022 | 03/2025 |
| Principal Securities, Inc. | Bend | OR | 06/2022 | 03/2025 |
| Principal Advised Services | Bend | OR | 06/2024 | 03/2025 |
| Sofi Wealth, Llc | Bend | OR | 03/2025 | Present |
| Sofi Securities, Llc | Bend | OR | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
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