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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-16 |
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 |
|---|---|---|---|---|
| Sofi Technologies | Cottonwood Heights | UT | 09/2024 | Present |
| Sofi Securities Llc | Cottonwood Heights | UT | 01/2026 | Present |
| Casa Golden Llc | Millcreek | UT | 04/2025 | Present |
| Chick Fil A | Taylorsville | UT | 10/2017 | 07/2024 |
| Wireless Advocates | Murray | UT | 06/2015 | 12/2017 |
| Sofi Wealth Llc | Cottonwood Heights | UT | 03/2026 | Present |
the name of the other business; CASA GOLDEN LLC whether the business is investment-related; NO the address of the other business; 3780 S MAPLE VIEW DR APT 23 (SAME IN RESIDENTIAL HISTORY) the nature of the other business; REAL ESTATE/ RENTAL PROPERTY your position; OWNER OF LLC title, or relationship with the other business; OWNER OF LLC the start date of your relationship; 04/2025 the approximate number of hours/month you devote to the other business; 4-5 HRS the number of hours you devote to the other business during securities trading hours; NOT DURING WORKDAYS and briefly describe your duties relating to the other business; RENTING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
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