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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tradeking | Charlotte | NC | 11/2013 | 12/2020 |
| Viewtrade Securities, Inc. | Boca Raton | FL | 01/2021 | 08/2021 |
| Gatsby Securities Llc | White Plains | NY | 01/2021 | 11/2022 |
| Etoro | Hoboken | NJ | 10/2022 | 12/2022 |
| Robinhood Financial, Llc. | Charlotte | NC | 12/2022 | 06/2025 |
| Acorns | Irvine | CA | 06/2025 | 10/2025 |
| Sofi Securities Llc | Charlotte | NC | 11/2025 | Present |
| Sofi Wealth Llc | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-28 |
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