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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-29 |
Branch Locations
1919 Mckinney Ave #100, Dallas, TX 75201 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2007 | 10/2019 |
| Bank Of America,Na | Phoenix | AZ | 11/2009 | 10/2019 |
| Sanctuary Securities, Inc. | Dallas | TX | 10/2019 | Present |
| Sanctuary Advisors Llc | Dallas | TX | 10/2019 | Present |
1) Name: Theorem Wealth Management YouTube Channel Position: Officer/Director Nature: educational YouTube channel where retirement ideas are shared. We do not provide specific investment advice or specific investment recommendations. Investment Related: No Hours: 8Securities Trading Hours: 8 Start Date: 01/02/2023 Address: 8140 Walnut Hill Ln, Dallas CA 75231, United States Description: Create and present educational content about retirement planning. 2) STAND UP COMEDIAN - Self Employed POSITION: Officer/Director NATURE: stand-up comedy performance, writing and entertainment, including live performances, and content creation. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 5211 Junius St, Dallas TX 75214, United States DESCRIPTION: write, develop, market and perform stand-up comedy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-22 |
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