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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-01 |
Branch Locations
17802 Ih-10 West Suite 450, San Antonio, TX 78257 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 10/1996 | 07/2019 |
| Sanctuary Securities, Inc. | San Antonio | TX | 07/2019 | Present |
| Sanctuary Advisors Llc | San Antonio | TX | 07/2019 | Present |
(1) Blue Chip Consulting, LLC. 1206 Montecito, Bulverde, TX. 78163. Hire, develop and coach financial professionals. President. Not investment related. 40 hours per month. (2) Name: La Cima Ranch, LLC Position: Owner Nature: Working ranch and cattle Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 08/12/2019 Address: 24 Inverness, San Antonio TX 78230, United States Description: Owner 3) Name: Kokomo, LLC Position: ManagerNature: Rental homeInvestment Related: NoHours: 1Securities Trading Hours: 0Start Date: 07/06/2022 Address: 755 E Mulberry Ave, Suite 200 TX 78212, United States Description: Owner, not property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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