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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-06 |
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
1010 Wildewood Centre Dr Ste B, Columbia, SC 29229 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbia | SC | 01/2012 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Columbia | SC | 01/2012 | 05/2023 |
| Monroe Financial Group | Columbia | SC | 01/2012 | 05/2023 |
| Sanctuary Securities, Inc. | Columbia | SC | 01/2023 | Present |
| Sanctuary Advisors Llc | Columbia | SC | 01/2023 | Present |
| Monroe Financial Group | Columbia | SC | 02/2023 | Present |
1) Name: Monroe Financial Group LLC Position: Owner Nature: Financial Advisory Services Investment Related: Yes Hours: 120 Securities Trading Hours: 120 Start Date: 1/20/2012 Address: 1010 Wildwood Centre Drive Suite B, Columbia SC 29229, United States Description: Financial Advisor 2) Name: Heart & Sol Properties LLC Position: Owner Nature: Owns an investment property in Tulum Mexico that is used for rentals Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 10/20/2021 Address: 1010 Wildwood Centre Drive Suite B, Columbia SC 29229, United States Description: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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