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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-11 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agency For Persons With Disabilities (State Of Florida) | Jacksonville | FL | 12/2017 | 12/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2018 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 09/2020 | 05/2021 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 10/2020 | 05/2021 |
| Northeast Florida State Hospital (State Of Florida) | Macclenny | FL | 03/2007 | 11/2017 |
| Fidelity Investments | Jacksonville | FL | 05/2021 | 08/2022 |
| Citigroup | Jacksonville | FL | 08/2022 | 03/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 05/2024 | 11/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 05/2024 | 11/2025 |
| Sofi Securities Llc | Jacksonville | FL | 11/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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