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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-25 |
| FL | RA | APPROVED | 2022-06-16 |
Branch Locations
1805 Cypress Brook Dr Suite 103, Trinity, FL 33629 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brooksville | FL | 10/2012 | 06/2022 |
| Sanctuary Securities, Inc. | Trinity | FL | 06/2022 | Present |
| Sanctuary Advisors, Llc | Trinity | FL | 06/2022 | Present |
1) Name: Praetego Tax & Bookkeeping, LLC Position: Partner Nature: Tax & Bookkeeping Investment Related: No Hours: 40 Securities Trading Hours: 40 Start Date: 10/27/2022 Address: 1805 Cypress Brook Drive, Trinity FL 34655 Description: Prepare tax returns and give tax advice 2) GULF COAST ESTATE PLANNING COUNCIL POSITION: President NATURE: The Gulf Coast Estate Planning Council is a subchapter of the NAEPC: National Association of Estate Planners & Councils https://www.naepc.org/ INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2026 ADDRESS: 7512 Ridge Rd, Port Richey FL 34688, United States DESCRIPTION: Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
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