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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-06 |
Branch Locations
500 La Gonda Way #205, Danville, CA 94526 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 04/2000 | 03/2020 |
| Bank Of America,N.A. | Walnut Creek | CA | 06/2011 | 03/2020 |
| Sanctuary Securities, Inc. | Danville | CA | 03/2020 | Present |
| Sanctuary Advisors Llc | Danville | CA | 03/2020 | Present |
1) Name of outside business organization: Rental Property Address of business: Sacramento Street. San Francisco, California, 94109 Nature of business: N Start date of relationship: 6/13/2017 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Description: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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