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Advisor at PUBLIC ADVISORS LLC
Chatham, NJ | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| PUBLIC ADVISORS LLC | Independent wealth | Mar 6, 2026 | n/a | yes | NEW YORK, NY|Chatham, NJ | Current employment |
| SOFI WEALTH LLC | Bd affiliated wealth | Jul 18, 2018 | Nov 2, 2020 | no | New York, NY|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOFI WEALTH LLC | PUBLIC ADVISORS LLC | Nov 2, 2020 | Mar 6, 2026 | 1,950 | Firm change after gap | RIA to RIA |