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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-18 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Salt Lake City | UT | 05/2026 | 07/2026 |
| Vanguard Marketing Corporation | Salt Lake City | UT | 05/2026 | 07/2026 |
| Pine Creek High School | Colorado Springs | CO | 08/2015 | 05/2017 |
| Charles Schwab & Co. | Salt Lake City | UT | 03/2023 | 09/2025 |
| Charter Spectrum Communications | Irving | TX | 10/2020 | 03/2023 |
| Unemployed | Colorado Springs | CO | 06/2020 | 09/2020 |
| Qdoba | Colorado Springs | CO | 04/2019 | 05/2020 |
| Arby's | Colorado Springs | CO | 08/2018 | 03/2019 |
| Ups | Colorado Springs | CO | 10/2017 | 07/2018 |
| Kum N Go | Colorado Springs | CO | 10/2016 | 09/2017 |
| Arby's | Colorado Springs | CO | 02/2015 | 09/2016 |
| Etrade By Morgan Stanley | Sandy | UT | 09/2025 | 05/2026 |
| Sofi Securities Llc | Cottonwood Heights | UT | 07/2026 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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