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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-18 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2025 | 10/2025 |
| Unemployed | Herriman | UT | 04/2025 | 09/2025 |
| Goldman Sachs | Salt Lake City | UT | 06/2022 | 04/2025 |
| Keyence Corp. Of America | Elmwood Park | NJ | 05/2018 | 04/2022 |
| Verizon | Bedminster | NJ | 12/2017 | 05/2018 |
| Bartech | Bedminster | NJ | 02/2016 | 12/2017 |
| Sofi Securities Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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