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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
13501 Galleria Circle Bldg W Suite 230, Austin, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Austin | TX | 03/2014 | 10/2019 |
| Sanctuary Securities, Inc. | Austin | TX | 10/2019 | Present |
| Sanctuary Advisors Llc | Austin | TX | 11/2021 | Present |
1) Name: Sondra M Russo Estate Position: Executor Nature: Settle the Estate of my Mother-In-Law, Sondra M Russo. Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 04/10/2023 Address: 111 Lido St, Lakeway TX 78734, United States Description: Notify creditors, banks and utilities etc. Pay the remaining debts of the estate and distribute the remaining assets among the beneficiaries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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