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Current Employers
Sanctuary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-06-14
TX RA APPROVED 2019-06-14
  • IN RA
    APPROVED
    Since 2019-06-14
  • TX RA
    APPROVED
    Since 2019-06-14

Branch Locations

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

211 W Main Street Suite 301, Carmel, IN 46032 • 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, Pierce, Fenner &Amp; Smith Incorporated Indianapolis IN 01/2012 Present
Bank Of America, N.A. Indianapolis IN 04/2012 Present
  • 01/2012 → Present
    Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
    Indianapolis, IN
  • 04/2012 → Present
    Bank Of America, N.A.
    Indianapolis, IN
Previous Registrations
Other Businesses

1) Name: Rider Kenley LLC Position: Owner Nature: Tax preparation and accounting services Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/02/2022 Address: 9755 Randall Drive, Suite 100, Carmel IN 46280, United States Description: Currently in contract negotiations to acquire the assets of Rider Kenley &Associates CPAs. Buyer is Rider Kenley LLC which Ian Flanagan and I own 50/50. Rider Kenley LLC was established on November 2, 2022 and will not be a going concern until January 1, 2023. Active owner/oversight of business but will not perform any accounting or CPA services. Duties will include operational aspects of business. 2) EVANS MAY ADVISORY LLC POSITION: Owner NATURE: Tax preparation and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2022 ADDRESS: 500 E 96th Street, Suite #100, Indianapolis IN 46240 DESCRIPTION: Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-20
  • S66 Uniform Combined State Law Examination
    2012-04-20
Other Names
  • Elizabeth Emmert Evans

View on SEC IAPD

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