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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-18 |
Branch Locations
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
234 1St Street, San Francisco, CA 94105 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whipple Service Champions | Salt Lake City | UT | 07/2019 | 05/2020 |
| Rooftek, Llc | Midvale | UT | 08/2017 | 07/2019 |
| Mountain America Credit Union | Draper | UT | 05/2016 | 08/2017 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2020 | 11/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2023 | 03/2025 |
| Thrivent Financial | Appleton | WI | 11/2023 | 03/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2025 | 11/2025 |
| Mindlance Inc | Salt Lake City | UT | 08/2025 | 11/2025 |
| Symmetry Financial Group | Swannanoa | NC | 03/2025 | 07/2025 |
| Sofi Securities Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-11 |
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