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Advisor at SOFI WEALTH LLC
Cottonwood Heights, UT | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOFI WEALTH LLC | Bd affiliated wealth | Aug 18, 2026 | n/a | yes | SAN FRANCISCO, CA|Cottonwood Heights, UT | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 8, 2025 | May 11, 2026 | no | Sandy, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SOFI WEALTH LLC | May 11, 2026 | Aug 18, 2026 | 99 | Firm change | Wirehouse to ibd |