Brian Woolston

Current Employers

Employment History

• 03/2019 → 12/2022
  Jpmorgan Chase Bank, N.A.
  Salt Lake City, UT
• 02/2021 → 12/2022
  J.P. Morgan Securities Llc
  Salt Lake City, UT
• 01/2019 → 08/2019
  4K Satellite
  Sandy, UT
• 12/2017 → 05/2018
  Copper Sage Recovery
  Bluffdale, UT
• 06/2016 → 11/2017
  Unemployed
  Salt Lake City, UT
• 06/2018 → 12/2018
  Unemployed
  Salt Lake City, UT
• 01/2023 → 09/2024
  Fidelity Investments
  Salt Lake City, UT
• 03/2022 → 01/2023
  Western Governors University
  Salt Lake City, UT
• 10/2024 → Present
  Sofi Securities, Llc
  Cottonwood Heights, UT
• 10/2024 → Present
  Sofi Wealth, Llc
  Cottonwood Heights, UT

Previous Registrations

• 2023-12-13 → 2024-09-18
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-109243|OrgNmn:Strong Wash|Org Addr:Elk Ridge,Utah,US|OBA Nature:Pressure washing and associate|Invst Rel:N|Title:Independent Contractor|Duties:Complete services including but not limited to pressure washing, chemical treating, gutter cleaning, solar panel cleaning, drain clearing, tra|StrtDt:05-08-24|TotHrs/mon:20|TrdHrs/mon:0|OBA-95097|OrgNmn:Woolroy, LLC|Org Addr:Riverton,Utah,US|OBA Nature:Operates and manages tenants o|Invst Rel:Y|Title:Director|Duties:No conflicting time or activity obligations|StrtDt:10-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30
• S63 Uniform Securities Agent State Law Examination
  2021-04-19

Other Names

• Brian Woolston
• Brian Stephen Woolston