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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
30930 Russell Ranch Rd Suite 250, Westlake Village, CA 91362 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | La Jolla | CA | 05/2011 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 11/2016 | 06/2026 |
| Bank Of America, N.A. | Westlake Village | CA | 12/2016 | 06/2026 |
| Sanctuary Securities, Inc. | Westlake Village | CA | 06/2026 | Present |
| Sanctuary Advisors Llc | Westlake Village | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-05 |
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