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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Hilton Worldwide | Park City | UT | 12/2015 | 09/2016 |
| Promontory Development | Park City | UT | 05/2016 | 10/2016 |
| Fidelity Brokerage Services. Llc | Salt Lake City | UT | 10/2016 | 09/2020 |
| Svb Investment Services Inc. | Cottonwood Heights | UT | 09/2020 | 11/2023 |
| Silicon Valley Bank | Cottonwood Heights | UT | 09/2020 | 03/2023 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 07/2025 |
| Jans Mountain Outfitters | Park City | UT | 05/2024 | Present |
| Jans Mountain Outfitters | Park City | UT | 05/2024 | Present |
| Sofi Securities Llc | Cottonwood Heights | UT | 11/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 11/2025 | Present |
Name: Jans Mountain Outfitters Address: 1600 Park Ave., Park City, UT 84060 Nature of Business: Maintaining and repairing mountain and road bikes Date Begin: 5/8/2024 Hours per week: 8 Compensated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-12 |
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