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Advisor at SOFI WEALTH LLC
Claymont, DE | 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 | May 10, 2019 | n/a | yes | Claymont, DE|SAN FRANCISCO, CA | Current employment |
| AFFINITY WEALTH MANAGEMENT LLC | Independent wealth | Feb 16, 2018 | May 7, 2019 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | SOFI WEALTH LLC | May 7, 2019 | May 10, 2019 | 3 | Firm change | RIA to RIA |