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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
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • United States
Tallahassee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Tallahassee | FL | 02/2016 | 02/2017 |
| Scottrade, Inc. | Tallahassee | FL | 02/2017 | 02/2018 |
| Td Ameritrade, Inc. | Tallahassee | FL | 02/2018 | 06/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 06/2019 |
| Sofi Securities Llc | San Fransisco | CA | 03/2021 | Present |
| Sofi Wealth Llc | San Fransisco | FL | 03/2021 | Present |
| Unemployed | Tallahassee | FL | 06/2019 | 08/2020 |
| Hendrick Automotive Group | Tallahassee | FL | 08/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-23 |
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