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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-24 |
Branch Locations
2750 E Cottonwood Parkway 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 09/2019 |
| Wayfair | Orem | UT | 05/2018 | 12/2018 |
| Vivint Smarthome | Orem | UT | 01/2017 | 07/2017 |
| Strider Security | Provo | UT | 10/2014 | 02/2017 |
| Uvu | Orem | UT | 07/2017 | 05/2018 |
| Goldman Sachs | 111 S Main Street | UT | 11/2019 | 02/2020 |
| Fidelity Investments | American Fork | UT | 05/2020 | 03/2025 |
| Unemployed | Spanish Fork | UT | 09/2019 | 11/2019 |
| Unemployed | Lehi | UT | 02/2020 | 05/2020 |
| Unemployed | Lehi | UT | 03/2025 | 10/2025 |
| Sofi Securities Llc | Cottonwood Heights | UT | 10/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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