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Jay Tamkoc

Sanctuary Advisors, LLC

Aliso Viejo, CA

CRD 5821927

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Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-06
CA RA APPROVED 2022-09-09
  • TX RA
    APPROVED
    Since 2023-01-06
  • CA RA
    APPROVED
    Since 2022-09-09

Branch Locations

30 Enterprise Dr Ste 100, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 12/2007 09/2022
Bank Of America, N.A. Irvine CA 10/2010 09/2022
Sanctuary Securities, Inc. Aliso Viejo CA 09/2022 Present
Sanctuary Advisors, Llc Aliso Viejo CA 09/2022 Present
Previous Registrations
Other Businesses

1) AURIC CAPITAL PARTNER POSITION: Officer/Director NATURE: Team Outside Business Activity INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 9/9/2022 ADDRESS: 30 Enterprise, Aliso Viejo CA 92656, United States DESCRIPTION: Owners

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-03
  • S66 Uniform Combined State Law Examination
    2010-09-03
Other Names
  • Cenk Tamkoc
  • Cenk Tamkoc
  • Jay Tamkoc

View on SEC IAPD

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