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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-30 |
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 |
|---|---|---|---|---|
| Vca Willow Creek Pet Center | Sandy | UT | 08/2015 | 07/2023 |
| Park Avenue Securities | Murray | UT | 09/2023 | 03/2024 |
| Guardian Life Insurance Company | Murray | UT | 06/2023 | 03/2024 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 03/2024 | 09/2025 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 03/2024 | 09/2025 |
| Sofi Securities Llc | Cottonwood Heights | UT | 09/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 09/2025 | Present |
Part time Veterinary Technician for VCA Willow Creek Pet Center, located in Cottonwood Heights, UT, a position held since 2023. Approx Hours per month: 16, during trading hours: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-01 |
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