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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
9830 Colonnade Blvd Suite 225, San Antonio, TX 78230 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/2012 | 04/2021 |
| Bank Of America, N.A. | San Antonio | TX | 01/2013 | 04/2021 |
| Sanctuary Wealth | San Antonio | TX | 04/2021 | Present |
(1) For profit or not for profit: Non-Profit Organization Name of outside business organization: UTSA Alumni Association Investment related: N Address of business: 1 UTSA Circle, 6 Bauerle Rd., San Antonio, Texas 78249 Nature of business: Charitable Organization, Position, title, association: Treasurer. Start date of relationship: 5/4/2020 Number of hours devoted: 5 Number of hours devoted during trading hours: 0 Duties: To prepare and present financial reports to the executive committee and other board members. The treasurer role does not write checks, nor make independent decisions, nor enter into any contracts on behalf of the association. Other responsibilities include participating in various committees, including golf committee, to generate ideas. Garner sponsorships for various fundraising events, and help increase and grow the membership base.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
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