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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-27 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • United States
1 disclosure category 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 | 09/2015 | 06/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2015 | 06/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | 06/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | 06/2023 |
| Unemployed | Jacksonville Beach | FL | 06/2021 | 03/2022 |
| Orange Theory Fitness | Nocatee | FL | 11/2023 | 05/2024 |
| Unemployed | Jacksonville | FL | 06/2023 | 11/2023 |
| New York Life | Jacksonville | FL | 12/2023 | 05/2024 |
| Boathouse | Ponte Vedra | FL | 05/2024 | Present |
| Sofi Securities, Llc | Jacksonville | FL | 08/2024 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 08/2024 | Present |
BoatHouse; not investment related; 240 SR-A1A N Ponte Vedra Beach, FL 32082; restaurant & bar, bartender; 5/2024 - present; 8 hr/week; not during trading hours; bartend
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-05 |
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