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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Securities, Inc. | Omaha | NE | 05/2026 | Present |
| Sanctuary Advisors, Llc | Omaha | NE | 05/2026 | Present |
| Securities America Inc. | La Vista | NE | 05/2016 | 04/2017 |
| Securities America Advisors | La Vista | NE | 04/2017 | 04/2020 |
| Bank Of The West | Omaha | NE | 04/2020 | 06/2022 |
| Bancwest Investment Services, Inc. | Omaha | NE | 05/2020 | 06/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | 04/2026 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Omaha | NE | 06/2022 | 04/2026 |
| Cwm, Llc Dba Carson Group Holdings | Omaha | NE | 06/2022 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-17 |
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