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Mario Ismailanji

Sofi Wealth LLC

San Francisco, CA

New York, NY

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Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-13
  • NY RA
    APPROVED
    Since 2022-04-13

Branch Locations

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

860 Washington Street 2Nd Floor, New York, NY 10014 • 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
Gap Inc. New York NY 02/2015 02/2017
New York City Transit New York NY 02/2017 05/2017
Ibisworld New York NY 06/2017 07/2021
Sofi Securities Llc San Francisco CA 08/2021 Present
Sofi Wealth Llc New York NY 04/2022 Present
  • 02/2015 → 02/2017
    Gap Inc.
    New York, NY
  • 02/2017 → 05/2017
    New York City Transit
    New York, NY
  • 06/2017 → 07/2021
    Ibisworld
    New York, NY
  • 08/2021 → Present
    Sofi Securities Llc
    San Francisco, CA
  • 04/2022 → Present
    Sofi Wealth Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-09
  • S66 Uniform Combined State Law Examination
    2022-04-09
Designations

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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