Nicholas Tramazzo

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-03

Branch Locations

234 1St Street, San Francisco, CA 94105 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Burch & Company, Inc.	Kansas City	MO	07/2020	01/2021
University Of Central Florida	Orlando	FL	06/2016	06/2020
Lely High School	Naples	FL	08/2012	05/2016
Fidelity Investments	Jacksonville	FL	01/2021	06/2022
Joeys Pizza And Pasta House	Marco Island	FL	11/2013	05/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra Beach	FL	12/2022	10/2025
Unemployed	Jacksonville	FL	07/2022	11/2022
Bank Of America, N.A.	Ponte Vedra Beach	FL	01/2023	10/2025
Sofi Securities Llc	Jacksonville	FL	11/2025	Present
Sofi Wealth Llc	Jacksonville	FL	11/2025	Present

07/2020 → 01/2021

Burch & Company, Inc.

Kansas City, MO
06/2016 → 06/2020

University Of Central Florida

Orlando, FL
08/2012 → 05/2016

Lely High School

Naples, FL
01/2021 → 06/2022

Fidelity Investments

Jacksonville, FL
11/2013 → 05/2016

Joeys Pizza And Pasta House

Marco Island, FL
12/2022 → 10/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL
07/2022 → 11/2022

Unemployed

Jacksonville, FL
01/2023 → 10/2025

Bank Of America, N.A.

Ponte Vedra Beach, FL
11/2025 → Present

Sofi Securities Llc

Jacksonville, FL
11/2025 → Present

Sofi Wealth Llc

Jacksonville, FL

2023-01-10 → 2025-10-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

Jacksonville, FL
2021-04-13 → 2022-06-17

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-17
S63	Uniform Securities Agent State Law Examination	2020-10-13

Other Firms