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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2022 | 06/2024 |
| Wells Fargo Bank | Salt Lake City | UT | 07/2019 | 11/2021 |
| Unemployed | North Salt Lake | UT | 11/2021 | 01/2022 |
| Unemployed | North Salt Lake | UT | 05/2019 | 07/2019 |
| Discover Financial | West Valley City | UT | 01/2019 | 05/2019 |
| Teleperformance | Sandy | UT | 03/2017 | 07/2017 |
| Connexion Point Llc | Sandy | UT | 07/2017 | 01/2018 |
| Connexion Point Llc | Sandy | UT | 07/2016 | 02/2017 |
| Unemployed | North Salt Lake | UT | 01/2018 | 03/2018 |
| Marriot International | Midvale | UT | 03/2018 | 07/2018 |
| Unemployed | North Salt Lake | UT | 07/2018 | 01/2019 |
| Sofi Securities Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Morgan Stanley/Nesco Resources | Salt Lake City | UT | 06/2024 | 10/2024 |
| Intermountain Home Services | Salt Lake City | UT | 11/2024 | 04/2025 |
| Sofi Technologies | Salt Lake City | UT | 04/2025 | Present |
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-24 |
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