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Erin Elizabeth Daniel

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 2022-03-28
  • FL RA
    APPROVED
    Since 2022-03-28

Branch Locations

5335 Gate Pkwy Suite 101 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 09/2017 12/2020
Citi Jacksonville FL 11/2016 09/2017
Citi Jacksonville FL 03/2015 11/2016
Deutsche Bank Jacksonville FL 12/2020 03/2022
Sofi Securities, Llc Jacksonville FL 03/2022 Present
Sofi Wealth, Llc Jacksonville FL 03/2022 Present
  • 09/2017 → 12/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 11/2016 → 09/2017
    Citi
    Jacksonville, FL
  • 03/2015 → 11/2016
    Citi
    Jacksonville, FL
  • 12/2020 → 03/2022
    Deutsche Bank
    Jacksonville, FL
  • 03/2022 → Present
    Sofi Securities, Llc
    Jacksonville, FL
  • 03/2022 → Present
    Sofi Wealth, Llc
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-19
  • S66 Uniform Combined State Law Examination
    2018-04-19
Other Names
  • Erin Elizabeth Murphy
  • Erin Elizabeth Somenauer
  • Erin E Murphy
  • Erin E Daniel
  • Erin E Daniel

View on SEC IAPD

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