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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 & Smith Incorporated | Jacksonville | FL | 07/2010 | 03/2021 |
| Bank Of America N.A | Jacksonville | FL | 07/2010 | 03/2021 |
| Sanctuary Wealth | Raleigh | NC | 03/2021 | Present |
(1) For profit or not for profit: Non-Profit Organization Name of outside business organization: North Carolina Museum of Natural Sciences Investment related: N Address of business: 11 West Jones StRaleigh, North Carolina 27601 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 07/01/2018 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 10 Duties: I will be on the board of directors and a committee that is responsible for fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
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