David Newsome (CRD# 5143560) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities LLC | San Francisco, CA | Aug 2020 - Current | 3 |
| Sofi Wealth LLC | San Francisco, CA | Aug 2020 - Current | 3 |
| Not Employed | N/a, UT | Dec 2019 - Aug 2020 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Dec 2019 | 1 |
| Fidelity Brokerage Services LLC | Salt Lake City, UT | Aug 2015 - Dec 2019 | 4 |
| Wells Fargo | Salt Lake City, UT | Jul 2014 - Jul 2015 | 1 |
| Morgan Stanley | South Jorday, UT | Jul 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 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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