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Advisor at SOFI WEALTH LLC
NEW YORK, NY | 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 | Jan 20, 2026 | n/a | yes | NEW YORK, NY|SAN FRANCISCO, CA | Current employment |
| MEASURED RISK PORTFOLIOS | Independent wealth | Nov 22, 2025 | Jan 14, 2026 | no | SAN DIEGO, CA|Brooklyn, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEASURED RISK PORTFOLIOS | SOFI WEALTH LLC | Jan 14, 2026 | Jan 20, 2026 | 6 | Firm change | RIA to ibd |