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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-10-13 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
650 Naamans Rd Ste 300, Claymont, DE 19703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Flourtown | PA | 08/2014 | 10/2018 |
| Wells Fargo Advisors, Llc | Flourtown | PA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Flourtown | PA | 11/2016 | 10/2018 |
| Citizens Bank | Elkins Park | PA | 11/2018 | 11/2019 |
| Citizens Securities Inc | Elkins Park | PA | 11/2018 | 11/2019 |
| Pnc Investments | Philadelphia | PA | 11/2019 | 09/2020 |
| Sofi Securities Llc | San Francisco | CA | 09/2020 | Present |
| Sofi Wealth Llc | San Francisco | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
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