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100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-12 |
| CA | RA | APPROVED | 2015-12-02 |
Branch Locations
100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Wealth Advisors, Llc | San Francisco | CA | 10/2011 | 06/2017 |
| Sanctuary Securities, Llc | San Francisco | CA | 10/2011 | 06/2017 |
| Gordian Capital Management, Llc | Mill Valley | CA | 05/2012 | Present |
| Gordian Wealth Advisors, Llc | Mill Valley | CA | 10/2011 | Present |
| Capulent, Llc | Phoenix | AZ | 10/2017 | Present |
1. GORDIAN WEALTH ADVISORS, LLC, MILL VALLEY, CA, INVESTMENT ADVISORY FIRM, INVESTMENT RELATED, INVESTMENT ADVISORY SERVICES, HOURS PER MONTH SPENT DURING TRADING HOURS VARIES. 2. GORDIAN CAPITAL MANAGEMENT, REGISTERED INVESTMENT ADVISOR, FUND OF FUND, MANAGING MEMBER, MILL VALLEY, CA, INVESTMENT RELATED, 1 HOUR PER MONTH SPENT DURING TRADING HOURS. 3. BELLA CLANCY MANAGEMENT, NON-INVESTMENT RELATED, PALM DESERT, CA, REAL ESTATE OWNERSHIP AND MANAGEMENT, OWNER, 03/2024, 6 HOURS PER MONTH SPENT DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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