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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2025-10-20 |
| OH | RA | APPROVED | 2025-10-07 |
Branch Locations
107 N Main Street Suite 202, Marion, OH 43302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Postal Service | St Petersburg | FL | 08/2015 | 01/2023 |
| Us Naval Reserve | Macdill Afb | FL | 08/2015 | 10/2022 |
| Alluvial Private Wealth | Marion | OH | 04/2022 | 09/2022 |
| Sanctuary Securities, Inc. | Marion | OH | 10/2022 | Present |
| Sanctuary Advisors Llc | Marion | OH | 10/2025 | Present |
1) TAMPA BAY CHIEF PETTY OFFICER ASSOCIATION POSITION: Vice President NATURE: The Chief Petty Officer Association (CPOA) is a non-profit, non-partisan advocacy and fraternal organization for active duty, reserve, and retired Chief Petty Officers (E-7 through E-9) in the U.S. Coast Guard and Navy. It functions as a professional development network, a support system for military families, and a legislative advocate for veterans and active-duty personnel. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2026 ADDRESS: 1113 Biltmore Pl, Lakeland FL 33801, United States DESCRIPTION: The VP is responsible for all presidential duties and functions in the absence of the President. VP is responsible for arranging monthly business meeting and assisting the President in all matters. 2) FLEET RESERVE ASSOCIATION - BRANCH 188 POSITION: Secretary NATURE: The Fleet Reserve Association (FRA) functions as a congressionally chartered, nonprofit branch-based organization made up of U.S. Navy, Marine Corps, and Coast Guard personnel. At its core, the FRA is structured around local branches, each serving as a community hub for advocacy, camaraderie, and service. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2026 ADDRESS: 11909 Greenchop PL, Riverview FL 33579, United States DESCRIPTION: An FRA Branch Secretary is the administrative backbone of the branch. Their responsibilities include: Keeping accurate records and minutes, Managing official correspondence, Reporting officer changes and meeting details to regional and national HQ, Supporting membership administration, Ensuring compliance with FRA bylaws and procedures, Assisting the President and committees with documentation and communication.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-13 |
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