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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
860 Washington St 2Nd Floor, New York, NY 10014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Scurities Corporation | New York | NY | 05/2015 | 03/2021 |
| Bny Mellon | New York | NY | 05/2015 | 03/2021 |
| Sofi Securities, Llc | San Francisco | CA | 03/2021 | Present |
| Sofi Wealth, Llc | San Francisco | CA | 03/2021 | Present |
Board seat for charitable institution - will also serve on the Development Committee. Grace Outreach Development Committee Charter;The Development Committee is a standing committee of the Board of Trustees (the "Board") of the Grace Outreach ("GO") and shall be responsible to the Board.; The Development Committee shall assist the Board in its fundraising duties by reviewing, developing, adopting, and implementing ideas and proposals to attract funds and services needed to carry out and expand the mission of GO provided that major new initiatives for revenue generation and expenditures of funds will require Board approval. Grace Outreach Development Committee Charter 10 hrs/month ? Submission of a written report of committee activity and any request for Board action to the Board chair at least two weeks prior to each Board meeting. ? Assisting Board members in fulfillment of their give/get requirements. https://graceoutreachbronx.org/ Author a chapter of a book on investment wisdom. Consulting, 5 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
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