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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-04-16 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
555 Heritage Road Ste. 2W, Southbury, CT 06488 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southburry | CT | 03/2011 | 04/2021 |
| Bank Of America, N.A. | Southbury | CT | 07/2011 | 04/2021 |
| Sanctuary Wealth | Southbury | CT | 04/2021 | Present |
(1) Name: Meredith Gull Heatley TTEE U/A DTD 05/15/20 Position: Power of Attorney Nature: Andrew serves as Power of Attorney on Meredith Heatley's revocable trust brokerage account. Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 1/15/2015 Address: 664 South Greenbrier Drive, Orange CT 06477, United States Description: Andrew makes investment decisions on behalf of Meredith Heatley, trustee 2) SMALLER MANUFACTURER'S ASSOCIATION POSITION: Steering Committee member NATURE: Manufacturing Alliance Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 1/1/2025 ADDRESS: 173 Interstate Lane, Waterbury CT 06705, United States DESCRIPTION: Coordinating networking events for the rising professionals (under 45) segment of the SMA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-04 |
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