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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
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 | Chandler | AZ | 04/2019 | 12/2020 |
| Unemployed | Columbia | MO | 11/2016 | 12/2016 |
| Holiday Inn | Columbia | MO | 06/2016 | 09/2016 |
| University Of Missouri Printing Services | Columbia | MO | 05/2014 | 10/2016 |
| Bank Of America, N.A. | Chandler | AZ | 04/2019 | 12/2020 |
| Unemployed | Gilbert | AZ | 01/2021 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Phoenix | AZ | 05/2021 | 04/2024 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 05/2021 | 04/2024 |
| Unemployed | Wheaton | IL | 01/2017 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wheaton | IL | 03/2017 | 04/2019 |
| Bank Of America, N.A. | Wheaton | IL | 03/2017 | 04/2019 |
| Morgan Stanley | Gilbert | AZ | 04/2024 | 02/2025 |
| Sofi Securities, Llc | Frisco | TX | 03/2025 | Present |
| Sofi Wealth, Llc | Frisco | TX | 03/2025 | Present |
Rental property, through a property management company to facilitate and manage all aspects of this property. avg 1 hr/month answering calls/emails about updates on rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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