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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-08 |
Branch Locations
3815 River Crossing Pkwy Ste 200, Indianapolis, IN 46240 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| City Securities Corporation | Indianapolis | IN | 10/2010 | 02/2017 |
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 02/2017 | 03/2024 |
| Sanctuary Securities, Inc. | Indianapolis | IN | 03/2024 | Present |
| Sanctuary Advisors Llc | Indianapolis | IN | 03/2024 | Present |
1) 91 PLACE POSITION: Board member NATURE: Our missionis to establish consistent and healthy relationships with youth experiencing homelessness through stable housing, mental health supports, and workforce development opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: 1125 E Brookside Ave. Ste 50, Indianapolis IN 46202, United States DESCRIPTION: Member of the board 2) AVONDALE MEADOWS YMCA POSITION: Board member NATURE: We support children and their families through all the stages of growing up. Our early childhood programs teach essential social and academic skills. Our swim lessons instill confidence and save lives. Our youth sports help athletes get active and connected. And our teen programs empower students--preparing them for college or careers, teaching leadership skills and helping them give back to their community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2025 ADDRESS: 3908 Meadows Ave, Indianapolis IN 46205, United States DESCRIPTION: Member of the board 3) JEM2024 LLC POSITION: Owner NATURE: General Management Consulting Services for M&K Legacy Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 03/11/2024 ADDRESS: 2589 Propellor Drive, Indianapolis IN 46234, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
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