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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-11-24 |
Branch Locations
500 Dupont Field Blvd St 100, Greenville, DE 19807 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | West Grove | PA | 08/2016 | 06/2017 |
| Stash Financial | New York | NY | 10/2021 | 12/2022 |
| Stash Capital Llc | New York | NY | 10/2021 | 12/2022 |
| The Vanguard Group, Inc | Malvern | PA | 02/2023 | 11/2025 |
| Sofi Lending Corp, Llc | Claymont | DE | 07/2017 | 10/2021 |
| Social Finance Inc. | San Francisco | CA | 07/2017 | 10/2021 |
| Sofi Securities Llc | Greenville | DE | 11/2025 | Present |
| Sofi Wealth Llc | Greenville | DE | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-23 |
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