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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-03 |
Branch Locations
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
234 1St Street, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 04/2022 |
| Wells Fargo | Salt Lake City | UT | 06/2019 | 09/2019 |
| Wells Fargo | Salt Lake City | UT | 06/2017 | 06/2019 |
| Utah State University | Logan | UT | 09/2016 | 05/2017 |
| Vivint Inc | Logan | UT | 04/2016 | 09/2016 |
| E*Trade Securities Llc | Sandy | UT | 04/2022 | 01/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2022 | 01/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 09/2023 |
| Fidelity Investments | Salt Lake City | UT | 09/2023 | 11/2024 |
| Sofi Securities, Llc | Cottonwood Heights | UT | 02/2025 | Present |
| Sofi Wealth, Llc | Cottonwood Heights | UT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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