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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-11 |
| TX | RA | APPROVED | 2019-09-11 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
10101 Reunion Place, Suite 500, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 09/2008 | 09/2019 |
| Sanctuary Securities, Inc. | Indianapolis | IN | 09/2019 | Present |
| Sanctuary Advisors, Llc | Indianapolis | IN | 09/2019 | Present |
1) BLESSED SACRAMENT CATHOLIC CHURCH POSITION: Finance Council Member NATURE: Blessed Sacrament is a Catholic Church and non-profit I NVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 600 Oblate Dr, San Antonio TX 78216, United States DESCRIPTION: Sit on a board of parishioners to help guide the pastor in the way the finances are spent for the church. No check writing ability and no advice given on the management of the church's assets. The council meets once a quarter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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