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Benjamin Beasley

Sofi Wealth LLC

San Francisco, CA

Jacksonville, FL

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Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-02
  • FL RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 11/2022 11/2025
Truist Jacksonville FL 04/2022 11/2022
Cypress Village Jacksonville FL 09/2017 04/2022
Fardowners Crozet VA 09/2014 06/2017
Not Employed Jacksonville FL 06/2017 09/2017
Bank Of America N.A. Jacksonville FL 03/2023 11/2025
Sofi Securities Llc Jacksonville FL 11/2025 Present
Sofi Wealth Llc Jacksonville FL 11/2025 Present
  • 11/2022 → 11/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 04/2022 → 11/2022
    Truist
    Jacksonville, FL
  • 09/2017 → 04/2022
    Cypress Village
    Jacksonville, FL
  • 09/2014 → 06/2017
    Fardowners
    Crozet, VA
  • 06/2017 → 09/2017
    Not Employed
    Jacksonville, FL
  • 03/2023 → 11/2025
    Bank Of America N.A.
    Jacksonville, FL
  • 11/2025 → Present
    Sofi Securities Llc
    Jacksonville, FL
  • 11/2025 → Present
    Sofi Wealth Llc
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-26
  • S66 Uniform Combined State Law Examination
    2023-06-26
Other Names
  • Benjamin Hasan Field Beasley
  • Benjamin Beasley

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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