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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-09 |
| TX | RA | APPROVED_RES | 2019-06-17 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
211 W Main Street Suite 301, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 09/2008 | 06/2019 |
| Bank Of America, Na | Indianapolis | IN | 12/2009 | 06/2019 |
| Sanctuary Securities, Inc. | Carmel | IN | 06/2019 | Present |
| Sanctuary Advisors Llc | Carmel | IN | 06/2019 | Present |
1) CONNER PRAIRIE FOUNDATION POSITION: Board Member NATURE: Living history museum INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 1/1/2024 ADDRESS: 13400 Allisonville Rd, Fishers IN 46038, United States DESCRIPTION: Discuss and review endowment funds to help operate and maintain the museum. 2) INDIANA SOCCER ASSOCIATION POSITION: Board Member NATURE: Support and oversee youth soccer for the state of Indiana. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2026 ADDRESS: 19000 Grand Park Blvd Suite J, Westfield IN 46074, United States DESCRIPTION: Provide guidance and insight into policy changes and governance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-11 |
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