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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-14 |
Branch Locations
2750 E Cottonwood Parkway Suite 300 Suite 300, Cottonwood Heights, UT 84121 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 06/2018 | 07/2020 |
| Utah State University | Logan | UT | 08/2011 | 07/2018 |
| The Vanguard Group, Inc | Malvern | PA | 06/2021 | 08/2021 |
| Unemployed | Wildwood | MO | 07/2020 | 09/2020 |
| Fidelity Investment | Salt Lake City | UT | 09/2020 | 10/2020 |
| Spherion | Taylorsville | UT | 11/2020 | 01/2021 |
| Unemployed | Murray | UT | 01/2021 | 05/2021 |
| Unemployed | Malvern | PA | 05/2021 | 06/2021 |
| Unemployed | Murray | UT | 10/2020 | 11/2020 |
| Morgan Stanley | South Jordan | UT | 11/2021 | 05/2024 |
| Morgan Stanley & Co. Llc | South Jordan | UT | 05/2024 | 06/2024 |
| Unemployed | South Jordan | UT | 06/2024 | 08/2024 |
| Sofi Securities, Llc | South Jordan | UT | 08/2024 | Present |
| Sofi Wealth, Llc | South Jordan | UT | 08/2024 | Present |
Uber, Uber Eats delivery driver occasionally, outside business hours and trading hours, sporadic engagement, flexible part time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
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