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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
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 | 08/2022 | 12/2024 |
| Columbia Bank | West Milford | NJ | 10/2021 | 07/2022 |
| Uber Eats | Butler | NJ | 02/2021 | 12/2021 |
| Lowes Home Improvement | Butler | NJ | 06/2018 | 02/2021 |
| Caravella Demoliton | East Hanover | NJ | 10/2017 | 05/2018 |
| Waters Landscaping And Vinyl Manufacturing | Emerald Isle | NC | 04/2017 | 10/2017 |
| Lowes Home Improvement | Butler | NJ | 05/2015 | 02/2021 |
| Sofi Securities, Llc | Jacksonville | FL | 01/2025 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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