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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2024 | 03/2025 |
| Deloitte Llc | San Francisco | CA | 07/2015 | 04/2018 |
| Waypoint Wealth Partners | Mill Valley | CA | 05/2018 | 01/2021 |
| Growthspace | New York | NY | 11/2021 | 06/2022 |
| Lola | San Francisco | CA | 10/2021 | 09/2022 |
| Karma Yoga | San Francisco | CA | 09/2022 | 10/2024 |
| Unemployed | San Francisco | CA | 01/2021 | 11/2021 |
| Sofi Wealth, Llc | San Francisco | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-23 |
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