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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-04-20 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
2750 E Cottonwood Pkwy Suite 300, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fago Clearing Services Llc | Salt Lake City | UT | 05/2020 | 04/2021 |
| Rhi General Group | San Ramon | CA | 05/2020 | 08/2020 |
| Assure Services | Cottonwood Heights | UT | 05/2019 | 08/2019 |
| Jimmy John's | Cottonwood Heights | UT | 10/2017 | 05/2019 |
| Discover Financial Services | Salt Lake City | UT | 01/2017 | 10/2017 |
| Captioncall | Salt Lake City | UT | 01/2015 | 12/2016 |
| Horrocks Engineers | Layton | UT | 07/2019 | 05/2020 |
| University Of Utah | Salt Lake City | UT | 01/2018 | 08/2019 |
| Sofi Securities, Llc | San Francisco | CA | 04/2021 | Present |
| Sofi Wealth, Llc | San Francisco | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-18 |
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