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Andrew Adam Evener

Sofi Wealth LLC

San Francisco, CA

Jacksonville, FL

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Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-16
  • FL RA
    APPROVED
    Since 2021-03-16

Branch Locations

234 1St Street, San Francisco, CA 94105 • United States

5335 Gate Parkway Suite 500, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed St. Augustine FL 09/2015 09/2019
Kestra Financial, Inc. St. Augustine FL 10/2019 01/2021
The Bailey Group St. Augustine FL 10/2019 01/2021
Sofi Securities Llc San Fransisco CA 02/2021 Present
Sofi Wealth Llc San Fransisco CA 02/2021 Present
  • 09/2015 → 09/2019
    Unemployed
    St. Augustine, FL
  • 10/2019 → 01/2021
    Kestra Financial, Inc.
    St. Augustine, FL
  • 10/2019 → 01/2021
    The Bailey Group
    St. Augustine, FL
  • 02/2021 → Present
    Sofi Securities Llc
    San Fransisco, CA
  • 02/2021 → Present
    Sofi Wealth Llc
    San Fransisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-19
  • S66 Uniform Combined State Law Examination
    2019-12-19

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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