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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-05-19 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 06/2009 | 05/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 05/2021 |
| Sanctuary Securities, Inc. | Miami | FL | 05/2021 | Present |
| Sanctuary Advisors, Llc | Miami | FL | 05/2021 | Present |
(1) Name: Macrak LLC Position: Member Nature: rental property put under LLC for liability purposes. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 03/01/2021 Address: 740 Allendale Rd, Key Biscayne FL 33149, United States Description: Member (2) Name: Bear Cabin LLC Position: Member Nature: rental property put under LLC for liability purposes. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 10/01/2020 Address: 740 Allendale Rd, Key Biscayne FL 33149, United States Description: Member 3) Name: Sugo LAC LLC- DBA CoreZero Position: passive investor Nature: Platform as a service that integrates organizations operations to measure the impact of all waste prevention and minimization initiatives, generating carbon credits through proprietary and third party approved methodologies. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/18/2022 Address: 3350 Virginia Street , 2nd floor, office 222, Coconut Grove FL 33133, United States Description: passive investor with less than 1% ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-16 |
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