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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
1 disclosure category 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 08/2018 | 04/2019 |
| Wiser Estates | Sandy | UT | 04/2018 | 08/2018 |
| Stater Bros. Markets | Corona | CA | 02/2015 | 02/2018 |
| Tom's Farms Llc | Corona | CA | 02/2013 | 12/2016 |
| Rcc - Norco College | Norco | CA | 08/2017 | 01/2018 |
| E*Trade Securities Llc | Sandy | UT | 04/2019 | 01/2020 |
| Morgan Stanley | South Jordan | UT | 03/2020 | 04/2021 |
| 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 | 2020-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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