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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhi General Group | San Ramon | CA | 11/2019 | 03/2020 |
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 11/2019 | 04/2021 |
| Westminster College | Salt Lake City | UT | 08/2015 | 06/2019 |
| Aldous And Associates | Holiday | UT | 05/2017 | 07/2017 |
| Westminster College | Salt Lake City | UT | 06/2017 | 08/2017 |
| Lyft | Salt Lake City | UT | 10/2018 | 11/2018 |
| Plh Advanced Engineering | Holiday | UT | 01/2019 | 05/2019 |
| Unemployed | Salt Lake City | UT | 05/2019 | 07/2019 |
| Mass Mutual/Capstone Partners | Holiday | UT | 07/2019 | 10/2019 |
| Unemployed | Salt Lake City | UT | 10/2019 | 11/2019 |
| 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 | 2020-02-07 |
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