Joshua Hendricks (CRD# 2447632) is an Investment Advisor Representative working at Sofi Wealth LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Social Finance, Inc. | San Francisco, CA | Nov 2018 - Current | 5 |
| Sofi Securities | Salt Lake City, UT | Nov 2018 - Current | 5 |
| Sofi Wealth LLC | Salt Lake City, UT | Nov 2018 - Current | 5 |
| Unemployed | Sandy, UT | Aug 2017 - Nov 2018 | 1 |
| E*trade Securities LLC | Sandy, UT | Dec 2014 - Aug 2017 | 2 |
| E*trade Capital Management LLC | Sandy, UT | Dec 2014 - Aug 2017 | 2 |
| E*trade Securities LLC | Sandy, UT | Oct 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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