Palmer Randolph

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 06/2021
  Moosies Woodworks
  Payson, UT
• 05/2019 → 08/2019
  Pandoras Pizza
  Leucadia, CA
• 07/2021 → 08/2022
  Fidelity
  American Fork, UT
• 01/2016 → 12/2023
  The University Of Utah
  Salt Lake City, UT
• 08/2014 → 05/2022
  Utah Valley University
  Orem, UT
• 08/2024 → 09/2024
  Ameriprise Financial Services, Llc
  Novi, MI
• 08/2022 → 06/2024
  Fidelity Investments
  Salt Lake City, UT
• 09/2024 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lansing, MI
• 10/2024 → 04/2025
  Bank Of America, N.A.
  Lansing, MI
• 09/2025 → Present
  Sofi Securities Llc
  Cottonwood Heights, UT
• 09/2025 → Present
  Sofi Wealth Llc
  Cottonwood Heights, UT
• 04/2025 → 09/2025
  Unemployed
  Sandy, UT

Previous Registrations

• 2024-10-25 → 2025-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lansing, MI
  Lansing, MI
  Farmington Hills, MI
  Lansing, MI
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-24
• S63 Uniform Securities Agent State Law Examination
  2022-02-11

Other Names

• Palmer Randolph
• Palmer B Randolph