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Kelly Dean Milligan

Sanctuary Advisors, LLC

Miami, FL

Danville, CA

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Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-11
CA RA APPROVED 2021-04-30
  • TX RA
    APPROVED
    Since 2022-11-11
  • CA RA
    APPROVED
    Since 2021-04-30

Branch Locations

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

345 Hartz Ave., Danville, CA 94523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Walnut Creek CA 01/2000 04/2021
Bank Of America,N.A. Walnut Creek CA 06/2011 04/2021
Sanctuary Wealth Danville CA 04/2021 Present
  • 01/2000 → 04/2021
    Merrill Lynch
    Walnut Creek, CA
  • 06/2011 → 04/2021
    Bank Of America,N.A.
    Walnut Creek, CA
  • 04/2021 → Present
    Sanctuary Wealth
    Danville, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-05
  • S66 Uniform Combined State Law Examination
    2000-04-05

View on SEC IAPD

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