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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
1777 Botelho Drive Suite 210, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Walnut Creek | CA | 01/2012 | 04/2026 |
| Bank Of America, N.A. | Walnut Creek | CA | 04/2012 | 04/2026 |
| Sanctuary Securities, Inc. | Walnut Creek | CA | 04/2026 | Present |
| Sanctuary Advisors Llc | Walnut Creek | CA | 04/2026 | Present |
COUGAR FOOTBALL FUND POSITION: President NATURE: The Cougar Football Fund is a 501c3 organization whose mission is to support the Campolindo High School Football team by raising funds from families of players and the community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2025 ADDRESS: PO Box 6877, Moraga CA 94556, United States DESCRIPTION: As President of Cougar Football Fund, I run semi-monthly meetings, and oversee the fundraising efforts of the group. I act as a liaison to the coaching staff to make sure the team gets the resources they need for students to participate and for the team to continue to be successful.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-01 |
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