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Michael Zeller

Sofi Wealth LLC

Jacksonville, FL

San Francisco, CA

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Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-18

Branch Locations

5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States

234 1St Street, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Health Advisors Melbourne FL 09/2017 12/2017
Aflac Melbourne FL 05/2018 06/2018
Space Coast Credit Union Rockledge FL 07/2018 08/2019
Lpl Financial Llc Rockledge FL 07/2018 08/2019
Pruco Securities Llc Orlando FL 05/2020 08/2020
Unemployed Indian Harbour Beach FL 10/2016 09/2017
Unemployed Indian Harbour Beach FL 12/2017 05/2018
Unemployed Indian Harbour Beach FL 08/2019 03/2020
Scottrade, Inc Melbourne FL 10/2006 10/2016
Operation Restoration Indian Harbour Beach FL 03/2020 10/2020
Ttec Rockledge FL 10/2020 12/2020
Working Solutions Indian Harbour Beach FL 10/2020 11/2020
Lpl Financial Llc Jacksonville FL 12/2020 12/2024
First Florida Credit Union Jacksonville FL 12/2020 12/2024
Unemployed Jacksonville FL 12/2024 11/2025
Sofi Securities Llc Jacksonville FL 11/2025 Present
Sofi Wealth Llc Jacksonville FL 11/2025 Present
  • 09/2017 → 12/2017
    Us Health Advisors
    Melbourne, FL
  • 05/2018 → 06/2018
    Aflac
    Melbourne, FL
  • 07/2018 → 08/2019
    Space Coast Credit Union
    Rockledge, FL
  • 07/2018 → 08/2019
    Lpl Financial Llc
    Rockledge, FL
  • 05/2020 → 08/2020
    Pruco Securities Llc
    Orlando, FL
  • 10/2016 → 09/2017
    Unemployed
    Indian Harbour Beach, FL
  • 12/2017 → 05/2018
    Unemployed
    Indian Harbour Beach, FL
  • 08/2019 → 03/2020
    Unemployed
    Indian Harbour Beach, FL
  • 10/2006 → 10/2016
    Scottrade, Inc
    Melbourne, FL
  • 03/2020 → 10/2020
    Operation Restoration
    Indian Harbour Beach, FL
  • 10/2020 → 12/2020
    Ttec
    Rockledge, FL
  • 10/2020 → 11/2020
    Working Solutions
    Indian Harbour Beach, FL
  • 12/2020 → 12/2024
    Lpl Financial Llc
    Jacksonville, FL
  • 12/2020 → 12/2024
    First Florida Credit Union
    Jacksonville, FL
  • 12/2024 → 11/2025
    Unemployed
    Jacksonville, FL
  • 11/2025 → Present
    Sofi Securities Llc
    Jacksonville, FL
  • 11/2025 → Present
    Sofi Wealth Llc
    Jacksonville, FL
Previous Registrations
  • 2020-12-15 → 2024-12-18
    Lpl Financial Llc
    Jacksonville, FL
    Orlando, FL
    Jacksonville, FL
    Saint Johns, FL
    Raiford, FL
    Doral, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Tallahassee, FL
    Jacksonville, FL
    Pembroke Park, FL
    St Johns, FL
  • 2020-06-05 → 2020-08-06
    Pruco Securities, Llc.
    Orlando, FL
  • 2018-08-01 → 2019-08-12
    Lpl Financial Llc
    Rockledge, FL
    Melbourne, FL
    Melbourne, FL
    Rockledge, FL
Other Businesses

1)12/14/2020- Michael Zeller- Real Estate Rental- property owner- Inv. Related- Melbourne, FL- start date 3/1/2016- 5hrs/mth - 0 DURING TRADING 2) 12/28/2021 - No Business Name - Investment Related - Harbour Beach, FL 32937 - Real Estate Rental - Started 01/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-16
S63 Uniform Securities Agent State Law Examination 2007-02-13
  • S66 Uniform Combined State Law Examination
    2018-04-16
  • S63 Uniform Securities Agent State Law Examination
    2007-02-13
Other Names
  • Mike Zeller
  • Michael Nmn Zeller
  • Michael Perez Chavarria

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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