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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2022 | 09/2025 |
| Emergency Systems | Jacksonville | FL | 01/2018 | 07/2022 |
| Randstad/Momentum | Jacksonville | FL | 10/2017 | 11/2017 |
| Industry West | Jacksonville | FL | 07/2017 | 09/2017 |
| Emergency Systems | Jacksonville | FL | 06/2014 | 07/2017 |
| Kay Jewelers | Orange Park | FL | 05/2013 | 04/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2024 | 09/2025 |
| Sofi Securities Llc | Jacksonville | FL | 10/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 10/2025 | Present |
I*2220263, Entity Type: , Name of OBA: A.H. M, Address: Jacksonville, Florida, 32221, Investment Related: N, Position, Title, Association: Guardianship, Employee State Date: 14-Mar-2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: overseeing familial finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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