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Amanda Holder- Williams

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 2022-07-22
  • FL RA
    APPROVED
    Since 2022-07-22

Branch Locations

5335 Gate Pkwy Suite 101, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 09/2013 03/2022
Sofi Securities, Llc Jacksonville FL 03/2022 Present
Sofi Wealth, Llc Jacksonville FL 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-06
S63 Uniform Securities Agent State Law Examination 2007-03-29
  • S66 Uniform Combined State Law Examination
    2013-12-06
  • S63 Uniform Securities Agent State Law Examination
    2007-03-29
Other Names
  • Amanda Holder
  • Amanda Holder
  • Amanda Holder

View on SEC IAPD

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