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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2020-08-20 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
2054 Gause Blvd E, Slidell, LA 70461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Slidell | LA | 06/2004 | 08/2020 |
| Bank Of America, N.A. | Slidell | LA | 07/2011 | 08/2020 |
| Sanctuary Wealth | Slicell | LA | 08/2020 | Present |
1) NORTHSHORE MANDEVILLE KIWANIS POSITION: Secretary NATURE: This is the local Kiwanis Club. Kiwanis is a global non-profit service organization. The local club focuses on community projects and volunteer service. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2026 ADDRESS: 3090 E Causeway Approach, Mandeville LA 70448, United States DESCRIPTION: The Secretary attends monthly meetings and is responsible for taking minutes at the meetings and submitting volunteer service hours to the regional level club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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