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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
100 Spectrum Center Drive Suite 1240, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Irvine | CA | 10/2013 | 08/2025 |
| Sanctuary Securities, Inc. | Irvine | CA | 08/2025 | Present |
| Sanctuary Advisors Llc | Irvine | CA | 08/2025 | Present |
1) DIAL SQUARE PRIVATE WEALTH POSITION: Founder, Managing Partner NATURE: Operating entity for investment advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 32 START DATE: 08/15/2025 ADDRESS: 100 Spectrum Center Drive, Ste 1240, Irvine CA 92618, United States DESCRIPTION: Owner/Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-21 |
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