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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 E Cottonwood Pkwy 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2015 | 07/2018 |
| Vail Corporation | Park City | UT | 12/2014 | 11/2016 |
| Jp Morgan Securities, Llc | Salt Lake City | UT | 07/2018 | 01/2019 |
| Jp Morgan Chase Bank, N.A. | Salt Lake City | UT | 07/2018 | 01/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 01/2021 |
| Aerotek | Salt Lake City | UT | 03/2021 | 12/2021 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 12/2021 | 04/2022 |
| E*Trade Securities Llc | Sandy | UT | 05/2022 | 11/2022 |
| E*Trade Capital Management Llc | Sandy | UT | 05/2022 | 11/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 11/2022 | 08/2024 |
| Sofi Securities, Llc | Cottonwood Heights | UT | 08/2024 | Present |
| Sofi Wealth, Llc | San Francisco | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-22 |
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