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Joshua Dylan Winger

Sanctuary Advisors, LLC

Flora, IN

CRD 7307607

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Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-07-25
  • IN RA
    APPROVED
    Since 2024-07-25

Branch Locations

705 E Main Street, Flora, IN 46929 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanctuary Securities, Inc. Indianapolis IN 02/2022 Present
Jpmorgan Chase Bank, N.A Indianapolis IN 08/2021 02/2022
N/A Thorntown IN 02/2021 08/2021
Charles Schwab & Co. Indianapolis IN 10/2020 02/2021
N/A Thorntown IN 03/2020 10/2020
Evansville Teachers Federal Credit Union Evansville IN 12/2019 03/2020
Evansville Teachers Federal Credit Union Evansville IN 06/2018 12/2019
N/A Evansville IN 08/2017 06/2018
Hachette Book Group Lebanon IN 05/2017 08/2017
N/A Evansville IN 08/2016 05/2017
Sanctuary Advisors Llc Indianapolis IN 04/2024 Present
  • 02/2022 → Present
    Sanctuary Securities, Inc.
    Indianapolis, IN
  • 08/2021 → 02/2022
    Jpmorgan Chase Bank, N.A
    Indianapolis, IN
  • 02/2021 → 08/2021
    N/A
    Thorntown, IN
  • 10/2020 → 02/2021
    Charles Schwab & Co.
    Indianapolis, IN
  • 03/2020 → 10/2020
    N/A
    Thorntown, IN
  • 12/2019 → 03/2020
    Evansville Teachers Federal Credit Union
    Evansville, IN
  • 06/2018 → 12/2019
    Evansville Teachers Federal Credit Union
    Evansville, IN
  • 08/2017 → 06/2018
    N/A
    Evansville, IN
  • 05/2017 → 08/2017
    Hachette Book Group
    Lebanon, IN
  • 08/2016 → 05/2017
    N/A
    Evansville, IN
  • 04/2024 → Present
    Sanctuary Advisors Llc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-09
  • S66 Uniform Combined State Law Examination
    2024-04-09
Other Names
  • Joshua Dylan Winger

View on SEC IAPD

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