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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED | 2021-03-26 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
2710 Wycliff Rd Ste 140, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Cary | NC | 05/2011 | 03/2021 |
| Bank Of America, N.A. | Cary | NC | 08/2011 | 03/2021 |
| Sanctuary Wealth | Raleigh | NC | 03/2021 | Present |
1. RILEY RUSHIN FOUNDATION 2. POSITION: Golf Committee Member 3. NATURE: Non Profit to support individuals with disabilities and their families by providing resources, raising awareness, advocating for meaningful opportunities, and fostering community connections. 4. INVESTMENT RELATED: No 5. NUMBER OF HOURS: 2 6. SECURITIES TRADING HOURS: 2 7. START DATE: 12/09/2025 8. ADDRESS: 7916 Verona Place, Raleigh NC 27613, United States 9. DESCRIPTION: To help plan and organize the annual Riley Rushin Foundation golf tournament.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-08 |
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