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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-15 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy Suite 101, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2019 | 12/2021 |
| Embassy Suites | Orlando | FL | 02/2019 | 09/2019 |
| Unemployment | Kissimmee | FL | 12/2018 | 03/2019 |
| Hertz Corporation | Kissimmee | FL | 02/2017 | 12/2018 |
| Unemployment | Kissimmee | FL | 12/2016 | 01/2017 |
| Planet Beer Wine And Liquor | Davenport | FL | 02/2014 | 11/2016 |
| 7-Eleven | Davenport | FL | 10/2016 | 01/2017 |
| 7-Eleven | Kissimmee | FL | 03/2017 | 09/2017 |
| Citi Personal Wealth Management | Jacksonville | FL | 12/2021 | 04/2022 |
| Sofi Securities, Llc | Jacksonville | FL | 04/2022 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
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