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530 Broadway 4Th Floor, New York, NY 10012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-06 |
| NY | RA | APPROVED | 2026-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Social Finance, Inc | New York | NY | 02/2017 | 10/2020 |
| Mckinsey & Company | New York | NY | 10/2013 | 02/2017 |
| Sofi Securities | New York | NY | 02/2017 | 10/2020 |
| Sofi Wealth | New York | NY | 02/2017 | 10/2020 |
| Open To The Public Investing, Inc. | New York | NY | 10/2020 | Present |
| Socially Financed Management, Llc | Chatham | NJ | 02/2021 | Present |
| Public Holdings, Inc. | New York | NY | 10/2020 | Present |
(1) Socially Financed Management LLC. Investment-related business. The business does not maintain a physical location but is registered at 20 N Summit Ave, Chatham, NJ 07928. Private venture capital investing. General Partner. 2/1/2021. 10 hours/month. 0 hours during securities trading hours. I manage all aspects of the management co and fund with 2 partners, including fundraising and investment decisions. We are compensation on a management fee + carry basis. (2) Public Holdings, Inc. Investment related. 6 Harrison St, New York, NY 10013. Holding company for domestic and foreign investment related companies. Chief Operating Officer & President of Brokerage. 10/26/2020. 20+ hours per month devoted to other business. 20+ hours per month during securities trading hours. Oversight responsibility for operations and brokerage functions of the enterprise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
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