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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
1415 Ballinger Street, Fort Worth, TX 76012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 10/2024 |
| Baxters Cape Cod | Hyannis | MA | 06/2020 | 08/2021 |
| Oysters Harbors Golf Club | Osterville | MA | 06/2021 | 08/2024 |
| Hyannisport Golf Club | Hyannis | MA | 06/2014 | 08/2024 |
| Sanctuary Securities, Inc. | Dallas | TX | 10/2024 | Present |
| Sanctuary Advisors Llc | Dallas | TX | 04/2025 | Present |
1) TRINITY FOREST GOLF CLUB POSITION: Employee NATURE: I work in the member services area which oversees the cart distribution, making sure the range area is clear and doing everything to ensure the members and their guests have a smooth time at the course. I also caddie occasionally at this golf club as well. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 9/22/2024 ADDRESS: 5000 Great Trinity Forest Way, Dallas TX 75217, United States DESCRIPTION: I caddie occasionally carrying member's bags around the golf course for them during their round. I also work in the member services area helping members with anything they may need while they spend their time arriving to the golf course.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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