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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-03-08 |
Branch Locations
3815 River Crossing Pkwy Ste 200, Indianapolis, IN 46240 • United States
1 disclosure category 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 | 02/2006 | 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) CRK2024, LLC POSITION: Owner NATURE: LLC to own my share of M&K Legacy Wealth business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2024 ADDRESS: 3815 River Crossing Pkwy, Ste 200, Indianapolis IN 46240, United States DESCRIPTION: Flow through entity for ownership of M&K Legacy Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
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