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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 07/2023 | 07/2025 |
| Audi | Jacksonville | FL | 03/2023 | 05/2023 |
| Bank Of America | Jacksonville | FL | 02/2023 | 03/2023 |
| Nordstrom Rack | Jacksonville | FL | 11/2022 | 01/2023 |
| James Madison High School | Peachtree Corners | GA | 02/2021 | 06/2022 |
| Kernan Middle School | Jacksonville | FL | 08/2014 | 06/2017 |
| Sandalwood High School | Jacksonville | FL | 08/2017 | 03/2020 |
| Unemployment | Jacksonville | FL | 03/2020 | 02/2021 |
| Unemployment | Jacksonville | FL | 06/2022 | 11/2022 |
| Sofi Securities Llc | Jacksonville | FL | 12/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 12/2025 | Present |
| Fifth Third Bank | Jacksonville | FL | 09/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-21 |
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