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Michael Ebel

Sofi Wealth LLC

San Francisco, CA

Cottonwood Heights, UT

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Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-05-06
  • UT RA
    APPROVED
    Since 2024-05-06

Branch Locations

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

2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • 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
Equitable Advisors, Llc New York NY 10/2023 04/2024
Eastern Oregon University La Grande OR 09/2021 09/2023
L9 Sports, Llc Woods Cross UT 12/2020 03/2023
Unemployed Salt Lake City UT 09/2020 12/2020
Unemployed La Grande OR 03/2020 05/2020
Vail Resorts - Breckenridge Breckenridge CO 02/2020 03/2020
Unemployed Keystone CO 09/2019 02/2020
Hills Resort Priest Lake ID 06/2019 08/2020
Eastern Oregon University La Grande OR 09/2018 06/2019
Unemployed La Grande OR 06/2018 09/2018
Subway La Grande OR 07/2017 06/2018
La Grande High School La Grande OR 09/2014 06/2018
Sofi Securities Llc Cottonwood Heights UT 04/2024 Present
Sofi Wealth Llc Cottonwood Heights UT 04/2024 Present
  • 10/2023 → 04/2024
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → 09/2023
    Eastern Oregon University
    La Grande, OR
  • 12/2020 → 03/2023
    L9 Sports, Llc
    Woods Cross, UT
  • 09/2020 → 12/2020
    Unemployed
    Salt Lake City, UT
  • 03/2020 → 05/2020
    Unemployed
    La Grande, OR
  • 02/2020 → 03/2020
    Vail Resorts - Breckenridge
    Breckenridge, CO
  • 09/2019 → 02/2020
    Unemployed
    Keystone, CO
  • 06/2019 → 08/2020
    Hills Resort
    Priest Lake, ID
  • 09/2018 → 06/2019
    Eastern Oregon University
    La Grande, OR
  • 06/2018 → 09/2018
    Unemployed
    La Grande, OR
  • 07/2017 → 06/2018
    Subway
    La Grande, OR
  • 09/2014 → 06/2018
    La Grande High School
    La Grande, OR
  • 04/2024 → Present
    Sofi Securities Llc
    Cottonwood Heights, UT
  • 04/2024 → Present
    Sofi Wealth Llc
    Cottonwood Heights, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-25
  • S66 Uniform Combined State Law Examination
    2023-11-25
Other Names
  • Michael Ebel
  • Michael Doyle Ebel

View on SEC IAPD

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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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