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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| NJ | RA | APPROVED | 2022-05-05 |
Branch Locations
115 W. Century Rd Suite 180, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 04/2012 | 04/2022 |
| Sanctuary Securities, Inc. | Paramus | NJ | 04/2022 | Present |
| Sanctuary Advisors, Llc | Paramus | NJ | 04/2022 | Present |
1) Name: PAGS Queen LLC Position: Member Nature: real estate in charleston SC Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 1/19/2018 Address: 8 Allenby Ln, Scotch Plains NJ 07076, United States Description: owner 2) NAMI NYC POSITION: Board NATURE: Non profit mental illness national organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 6/11/2024 ADDRESS: 307 W 38TH STREET, NEW YORK NY 10018, United States DESCRIPTION: Board member 3) NJ/NY CENTER FOR EMPLOYEE OWNERSHIP POSITION: Advisory Board member NATURE: Advisory Board for Employee Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 4/1/2024 ADDRESS: School of Management, 94 Rockafeller Rd, Piscataway NJ 08854, United States DESCRIPTION: Advisory Board member 4) Exit Planning Inst. POSITION: President of NJ Chapter NATURE: The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the crucial education to differentiate themselves, add value to their existing client relationships, and attract new business owners to their firm. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 9/25/2023 ADDRESS: Exit Planning Inst., 27881 Clemens Rd A, Westlake, OH 44145 DESCRIPTION: Administration - Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
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