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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-07-01 |
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 |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 02/2013 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2018 | 03/2019 |
| Sofi Securities Llc | Cottonwood Heights | UT | 06/2019 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 06/2019 | Present |
| Social Finance Inc. | Cottonwood Heights | UT | 06/2019 | Present |
| Thatcher Company | Salt Lake City | UT | 03/2019 | 05/2019 |
| Uber | Riverton | UT | 08/2025 | Present |
Uber, not investment related, https://www.Uber.com, driving passengers to required destinations, uber driver, Start Date: August 2025, 40 hours/month outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-06 |
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