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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 12/2021 | 12/2024 |
| Valhalla Indoor Axe Throwing | Fleming Island | FL | 07/2021 | 10/2021 |
| Josephs Pizza | Atlantic Beach | FL | 02/2021 | 07/2021 |
| Krispy Kreme | Warner Robins | GA | 08/2019 | 01/2021 |
| Camps Kahdalea And Chosatonga | Brevard | NC | 05/2019 | 08/2019 |
| Enterprise Rent A Car | Hammond | LA | 06/2017 | 05/2019 |
| Hammond High Magnet School | Hammond | LA | 06/2014 | 05/2017 |
| Unemployed | Orange Park | FL | 10/2021 | 12/2021 |
| Axe Champs | Jacksonville | FL | 11/2021 | 12/2021 |
| Southeastern Louisiana University | Hammond | LA | 08/2016 | 01/2018 |
| Sofi Securities Llc | Jacksonville | FL | 09/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 09/2025 | Present |
| Unemployed | Jacksonville | FL | 12/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-03 |
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