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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 07/2014 | 07/2017 |
| Unemployed | Jacksonville | FL | 07/2017 | 01/2018 |
| Morgan Stanley Smith Barney Llc | Ponte Vedra | FL | 01/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2019 | 03/2024 |
| Hightower Advisors | Chicago | IL | 03/2024 | 08/2024 |
| Lpl Financial | Jacksonville | FL | 08/2024 | 10/2024 |
| Newedge Advisors | Jacksonville | FL | 08/2024 | 10/2024 |
| Unemployed | Jacksonville | FL | 10/2024 | 04/2025 |
| Sofi Securities, Llc | Jacksonville | FL | 04/2025 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-25 |
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