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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-19 |
Branch Locations
5335 Gate Parkway Suite 500, Jacksonville, FL 32256 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2015 | 08/2018 |
| Deutsche Bank Securities Inc. | Jacksonville | FL | 09/2018 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2020 | 02/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2020 | 02/2021 |
| Sofi Securities Llc | San Fransisco | CA | 02/2021 | Present |
| Sofi Wealth Llc | San Fransisco | CA | 02/2021 | Present |
Name: Chartwells Higher Education Nature: Chartwells Higher Education is a contract foodservice management company that partners with over 300 colleges and universities of all sizes across the United States. Address: 1 U N F Dr, Jacksonville, FL 32224 Investment related: NO ; Chartwells Higher Education is not investment related. Position: P/T Food Service Associate Start Date: 08/15/24 Approximate hours worked weekly: 15 Description of Job: Dishwashing ; Clean work areas, equipment, and utensils to maintain a clean and hygienic environment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-28 |
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