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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
5335 Gate Pkwy 5Th Floor Jacksonville, Fl, Usa, 32 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 |
|---|---|---|---|---|
| Fidelity Brokerage Servicess Llc | Jacksonville | FL | 10/2018 | 02/2023 |
| Select Portfolio Servicing | Jacksonville | FL | 08/2016 | 09/2017 |
| Vystar Credit Union | Jacksonville | FL | 09/2017 | 10/2018 |
| Werner Enterprises | Macclenny | FL | 03/2023 | 08/2023 |
| Citigroup | Jacksonville | FL | 08/2023 | 09/2025 |
| Sofi Securities Llc | Jacksonville | FL | 09/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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