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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-16 |
Branch Locations
812 Huron Road East Suite 290, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pepper Pike | OH | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pepper Pike | OH | 11/2016 | 01/2017 |
| Mcdonald Partners Llc | Cleveland | OH | 01/2017 | 06/2017 |
| Carnegie Investment Counsel | Pepper Pike | OH | 08/2017 | 05/2024 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2024 | 01/2026 |
| Sanctuary Advisors Llc | Cleveland | OH | 01/2026 | Present |
| Sanctuary Advisors Llc | Cleveland | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-20 |
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