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Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-22
  • FL RA
    APPROVED
    Since 2025-09-22

Branch Locations

5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States

234 1St Street, San Francisco, CA 94105 • 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
Sofi Technologies Jacksonville FL 02/2021 Present
Sofi Securities, Llc Jacksonville FL 03/2025 Present
Ameritlife Jacksonville FL 08/2020 02/2021
Amazon Jacksonville FL 02/2018 08/2020
At&T Fleming Island FL 01/2015 08/2017
Unemployed Jacksonville FL 08/2017 02/2018
Sofi Wealth, Llc Jacksonville FL 09/2025 Present
Lyft Jacksonville FL 03/2026 Present
  • 02/2021 → Present
    Sofi Technologies
    Jacksonville, FL
  • 03/2025 → Present
    Sofi Securities, Llc
    Jacksonville, FL
  • 08/2020 → 02/2021
    Ameritlife
    Jacksonville, FL
  • 02/2018 → 08/2020
    Amazon
    Jacksonville, FL
  • 01/2015 → 08/2017
    At&T
    Fleming Island, FL
  • 08/2017 → 02/2018
    Unemployed
    Jacksonville, FL
  • 09/2025 → Present
    Jacksonville, FL
  • 03/2026 → Present
    Lyft
    Jacksonville, FL
Other Businesses

Lyft Driver Independent Contractor 100 hrs/month Compensation for picking up customers and dropping them off at their destination not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2025-08-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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