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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-07 |
Branch Locations
5335 Gate Pkwy Suite 101, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2022 | 08/2022 |
| University Of North Florida | Jacksonville | FL | 09/2018 | 05/2022 |
| University Of North Florida | Jacksonville | FL | 01/2021 | 05/2022 |
| University Of North Florida | Jacksonville | FL | 06/2018 | 07/2019 |
| University Of North Florida | Jacksonville | FL | 06/2016 | 05/2020 |
| Cantor Fitzgerald Securities | Jacksonville | FL | 08/2022 | 04/2024 |
| Sofi Securities Llc | Jacksonville | FL | 04/2024 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
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