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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-25 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
1415 Ballinger Street, Ft. Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 07/1988 | 06/2021 |
| Bank Of America, N.A. | Fort Worth | TX | 06/2011 | 06/2021 |
| Sanctuary Wealth | Fort Worth | TX | 06/2021 | Present |
1) Name: 7016 BGB Position: managing member Nature: Rental property for Business, undeveloped land Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 3/10/2011 Address: 7016 Sanctuary Heights Rd, Fort Worth TX 76132, USA Description: Rental property for Business, undeveloped land 2) Name: Personal Vacation House Position: owner Nature: Our 2nd home that we rent out on a weekly basis over VRBO Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 1/15/2012 Address: 7016 Sanctuary Heights Rd, Fort Worth TX 76132, USA Description: maintenance 3) Name: 1415 Aviation LLC Position: Member Nature: I have set up this entity to have an ownership of 25% of PSPB Aviation LLC which I will be a manager/member of an airplane. This plane will be used for business, personal & dry leasing purposes. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 9/15/2022 Address: 7016 Sanctuary Heights Rd, Fort Worth TX 76132, USA Description: I will have little to no duties. 4) Name: PSPB Aviation, LLC Position: member/manager Nature: This entity was formed to hold operating interest of an airplane that I am a 25% owner along with 3 other entities. It will collect revenue from dry leasing & pay expenses for the one plane. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 9/15/2022 Address: 4936 Collinwood Ave, Fort Worth TX 76107, USA Description: I personally will not have any duties other than oversight of records occasionally. 5) B & B VENTURES INC changed name to Fort Advisor POSITION: Founder NATURE: B&B Ventures, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 301 Commerce St, Ste 1450, Fort Worth TX 76102, USA DESCRIPTION: As a founder 6) 306 PARTNERS POSITION: owner NATURE: Office property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 S TART DATE: 04/29/2026 ADDRESS: 306 W. Broadway, Fort Worth TX 76102 DESCRIPTION: Managing copartner 7) FBC SPECIALTY VEHICLE INVESTMENTS LLC POSITION: Reserved LPAC seat NATURE: Specialty vehicle INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 517 Kennedale Pkwy, Kennedale TX 76060, United States DESCRIPTION: Reserved seat on the limited partners advisory council. No comp. 8) 306 PARTNERS POSITION: co owner NATURE: This entity will rent to my wealth management business. I will co own with Larry Milton and he will rent for his wealth management business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/29/2026 ADDRESS: 306 W Broadway, Fort Worth TX 76102, United States DESCRIPTION: Collect the rent and over see management of the office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-24 |
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