William Wayne Patterson

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

Authority	Category	Status	Date
FL	RA	APPROVED	2021-04-14

FL RA
APPROVED

Since 2021-04-14

Branch Locations

5335 Gate Parkway Suite 500, 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

Organization	City	State	From	To
Thrivent Investment Management Inc	Inverness	IL	02/2015	01/2019
Thrivent Financial	Appleton	WI	07/2015	01/2019
Td Ameritrade	Jacksonville	FL	02/2019	08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	08/2020	03/2021
Bank Of America, N.A.	Jacksonville	FL	09/2020	03/2021
Sofi Securities Llc	San Fransisco	CA	03/2021	Present
Sofi Wealth Llc	San Fransisco	CA	03/2021	Present

02/2015 → 01/2019

Thrivent Investment Management Inc

Inverness, IL
07/2015 → 01/2019

Thrivent Financial

Appleton, WI
02/2019 → 08/2020

Td Ameritrade

Jacksonville, FL
08/2020 → 03/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
09/2020 → 03/2021

Bank Of America, N.A.

Jacksonville, FL
03/2021 → Present

Sofi Securities Llc

San Fransisco, CA
03/2021 → Present

Sofi Wealth Llc

San Fransisco, CA

Previous Registrations

2020-09-23 → 2021-03-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
2019-03-12 → 2020-08-04

Td Ameritrade, Inc.

Gainesville, FL

Jacksonville, FL
2019-03-06 → 2020-08-04

Td Ameritrade Investment Management, Llc

Gainesville, FL

Jacksonville, FL
2015-05-01 → 2019-01-29

Thrivent Investment Management Inc.

Inverness, IL

Downers Grove, IL

Pleasant Prairie, WI

Freeport, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-30

S66 Uniform Combined State Law Examination

2015-04-30

Other Names

Bill W Patterson
William Patterson
William W Patterson

View on SEC IAPD

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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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