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Videsha Wade

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 2025-08-04
  • FL RA
    APPROVED
    Since 2025-08-04

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
Sofi Technologies Jacksonville FL 05/2021 Present
Sofi Securities, Llc Jacksonville FL 03/2025 Present
Td Bank (Through Staffing Agency) Jacksonville FL 10/2020 03/2021
Unemployed Jacksonville FL 08/2020 10/2020
Deutsche Bank Jacksonville FL 03/2020 08/2020
Bank Of America Merril Lynch Jacksonville FL 02/2017 02/2020
Unemployed Jacksonville FL 07/2015 02/2017
  • 05/2021 → Present
    Sofi Technologies
    Jacksonville, FL
  • 03/2025 → Present
    Sofi Securities, Llc
    Jacksonville, FL
  • 10/2020 → 03/2021
    Td Bank (Through Staffing Agency)
    Jacksonville, FL
  • 08/2020 → 10/2020
    Unemployed
    Jacksonville, FL
  • 03/2020 → 08/2020
    Deutsche Bank
    Jacksonville, FL
  • 02/2017 → 02/2020
    Bank Of America Merril Lynch
    Jacksonville, FL
  • 07/2015 → 02/2017
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
  • S66 Uniform Combined State Law Examination
    2025-06-24

View on SEC IAPD

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MARK ALLAN ANDERSON
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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

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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