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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-19 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
1650 South Ridge Crossing, Abilene, TX 79606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Abilene | TX | 03/2006 | 03/2021 |
| Bank Of America, N.A. | Abilene | TX | 01/2012 | 03/2021 |
| Sanctuary Securities, Inc. | Abilene | TX | 03/2021 | Present |
| Sanctuary Advisors, Llc | Abilene | TX | 03/2021 | Present |
1) PALOMA VALLEY, LLC POSITION: Director NATURE: This is an LLC that my wife and I started in order for my wife to buy a fitness center franchise. I will be in no way running or working at this business but the LLC shows me as a 45% owner and my wife as 55% owner. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/21/2024 ADDRESS: 133 Windy Hill Dr, Tuscola TX 79562, United States DESCRIPTION: No duties 2) X-TREME BULLDOGGING LLC POSITION: Part owner NATURE: This is an LLC that my wife and I established to put on a rodeo event. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 741 Rivercrest Dr, Abilene TX 79605, United States DESCRIPTION: Manager and part owner normal business duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-26 |
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