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Bradley W Johnson

Sanctuary Advisors, LLC

San Antonio, TX

Miami, FL

CRD 4977477

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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
TX RA APPROVED 2021-04-23
  • TX RA
    APPROVED
    Since 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

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
Frost National Bank San Antonio TX 01/2007 Present
Merrill Lynch San Antonio TX 11/2011 04/2021
Bank Of America, N.A. San Antonio TX 01/2012 04/2021
  • 01/2007 → Present
    Frost National Bank
    San Antonio, TX
  • 11/2011 → 04/2021
    Merrill Lynch
    San Antonio, TX
  • 01/2012 → 04/2021
    Bank Of America, N.A.
    San Antonio, TX
Previous Registrations
Other Businesses

(1) For profit or not for profit: Non-Profit Organization Name of outside business organization: The Fishing Invitational, LLC Investment related: N Address of business: San Antonio, Texas 78258 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 2/12/2020 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The non-profit has been created to host an annual fishing tournament where proceeds will be given to University Health Systems Foundation to fight pediatric cancer. (2) Name: Aranzazu Investments, LLC Position: Manager Nature: Aranzazu Investments, LLC is a holding company for a vacation home we purchased as a family. It will be a rental property and will be held in this entity. Investment Related: Yes Hours: 3 Securities Trading Hours: 0 Start Date: 08/30/2021 Address: 2211 camelback drive, san antonio TX 78209, United States Description: Implementing the property management group. Monitor the rental calendar.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-22
S63 Uniform Securities Agent State Law Examination 2005-09-14
  • S65 Uniform Investment Adviser Law Examination
    2011-12-22
  • S63 Uniform Securities Agent State Law Examination
    2005-09-14
Designations
  • Certified Financial Planner
Other Names
  • Brad Johnson
  • Bradley Woodson Johnson

View on SEC IAPD

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