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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
200 South 10Th St., Ste 501, Mcallen, TX 78501 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mcallen | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mcallen | TX | 11/2016 | 06/2021 |
| Sanctuary Wealth | Mcallen | TX | 06/2021 | Present |
(1) Name: Casas M & T LLC Position: Member Nature: Real Estate Rentals ( Fourplex & Home) Investment Related: Yes Hours: 15 Securities Trading Hours: 4 Start Date: 01/05/2013 Address: 1009 Travis St, Mission TX 78572, United States Description: Collect Rent (2) Name: EXCELSIS HOLDINGS, L.L.C. Position: Member Nature: Real estate investments Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 02/10/2022 Address: 200 S 10TH ST, MCALLEN TX 78501, United States Additional Info: Description: Partnership in buying and selling real estate (3) Name: Briscoll Investments LLC Position: Life Insurance Referrer Nature: Referral of Life Insurance Products (Index Universal Life Insurance) Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2022 Address: 1320 N 10th St. Suite 20, McAllen TX 78501, USA Description: Referral of Life Insurance Prospects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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