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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
929 N Front Streeet Suite 730, Wilmington, NC 28401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Wilmington | NC | 08/2008 | 08/2024 |
| Bank Of America, N.A. | Wilmington | NC | 07/2011 | 08/2024 |
| Sanctuary Securities, Inc. | Wilmington | NC | 08/2024 | Present |
| Sanctuary Advisors Llc | Wilmington | NC | 08/2024 | Present |
1) Name: Cape Fear Literacy Council Position: Board Vice President Nature: CFLC supports individuals in our community who are looking to strengthen their literacy skills. We also serve the immigrant community with ESL classes, and citizenship support. Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 12/01/2022 Address: 1012 S 17th St, Wilmington NC 28401, United States Description: Participate in board discussions and vote on issues brought to the board by the ED or other committees. As a member of the finance committee I help the head of the finance committee and ED evaluate the financial health of the organization. 2) Name: CFP Board Position: Member, Council on Examinations Nature: The CFP Board, administers the Certified Financial Planner exam and supports the promotion and advancement of the certification. Investment Related: No Hours: 12 Securities Trading Hours: 6 Start Date: 11/01/2019 Address: 1425 K St NW #800, Washington DC 20005, United States Description: I serve as a subject expert for exam writing and corrections. As a member of the council of examinations we work to provide information to the full board on the composition and quality of the questions on the exam. 3) Name: Fixed Annuities Position: Producer Nature: Sales of fixed annuities, whole life and/or health insurance Investment Related: No Hours: Securities Trading Hours: Start Date: Address: Description: Fixed Annuitity, Fixed Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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