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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-24 |
Branch Locations
5335 Gate Pkwy Suite 101, 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 |
|---|---|---|---|---|
| Lba Wealth Management, Llc | Jacksonville | FL | 05/2016 | 04/2017 |
| Bdo Wealth Advisors, Llc | Jacksonville | FL | 04/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2018 | 10/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2018 | 10/2023 |
| Pnc Investments Llc | Amelia Island | FL | 11/2023 | 03/2024 |
| Sofi Securities, Llc | Jacksonville | FL | 04/2024 | Present |
| Sofi Wealth Llc | San Francisco | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
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