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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-04-02 |
Branch Locations
701 Green Valley Rd Ste 106, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | High Point | NC | 11/2014 | 04/2024 |
| Bank Of America, N.A. | High Point | NC | 01/2015 | 04/2024 |
| Sanctuary Securities, Inc. | Greensboro | NC | 04/2024 | Present |
| Sanctuary Advisors Llc | Greensboro | NC | 04/2024 | Present |
1) Name: Make-A-Wish Position: Committee Member Nature: Organized wishes for children with life threatening illnesses. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 08/01/2016 Address: 6324 Fairview Rd #500, Charlotte NC 28210, United States Description: I am a committee member for Make-A-Wish Derby Event with the purpose of raising money and awareness for the foundation. 2) Name: Women 2 Women Position: Committee Member Nature: A grant making endowment dedicated to empowering women and children to create healthy families and vibrant communities within Guilford County. Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 08/25/2023 Address: 301 N. Elm St, #100, Greensboro NC 27401, United States Description: I sit on the committee that chooses grant recipients for the year as well as help plan the annual luncheon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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