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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-22 |
Branch Locations
2750 East Cottonwood Pkwy Suite 300, Salt Lake City, 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 10/2014 | 11/2017 |
| Morgan Stanley Smith Barney Llc | South Jordan | UT | 12/2017 | 11/2018 |
| Fidelity Brokerage Services Llc | American Fork | UT | 12/2018 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spanish Fork | UT | 07/2023 | 08/2024 |
| University Of Utah | Salt Lake City | UT | 01/2020 | 08/2022 |
| Bank Of America N.A. | Spanish Fork | UT | 09/2023 | 08/2024 |
| Sofi Securities, Llc | Cottonwood Heights | UT | 08/2024 | Present |
| Sofi Wealth, Llc | San Francisco | CA | 08/2024 | Present |
| Uber | Salt Lake City | UT | 10/2024 | 11/2024 |
Uber Not investment related Doesn't have physical address, it's a delivery job. My home address is 14453 South Selvig Way, D302 Herriman, UT 84096 Delivering food Driver Oct 21, 2024 5 hours a week max 0 hours you devoted to the other business during securities trading hours; Delivering food.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-02 |
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