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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-07 |
Branch Locations
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivnt Smart Home Arena | Salt Lake City | UT | 07/2013 | 01/2017 |
| State Of Utah | Salt Lake City | UT | 07/2016 | 01/2017 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 01/2017 | 01/2021 |
| Robinhood Financial, Llc | Denver | CO | 01/2021 | 08/2022 |
| Unemployed - Student | Salt Lake City | UT | 08/2022 | Present |
| Sofi Securities, Llc | Cottonwood Heights | UT | 08/2024 | Present |
| Sofi Wealth, Llc | Cottonwood Heights | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-24 |
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