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.

Current firm

SOFI WEALTH LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 3, 2022

First registration

Sep 12, 2023

Dual registered

yes, broker-dealer

Other names

CHRISTOPHER WILLIAM TRUFANT|CHRIS TRUFANT|Christopher Trufant

IAPD individual key

7482043

• Occurred

  Jan 16, 2025
  Advisor changed firm

  Christopher Trufant left Fidelity Personal And Workplace Advisors for Sofi Wealth Llc (registered 2025-10-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8fd7fe45-70ab-afc4-5ff0-28f5baea8559

First observed

Sep 12, 2023

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.