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4001 Carmichael Road Suite 240, Montgomery, AL 36106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-06-02 |
Branch Locations
4001 Carmichael Road Suite 240, Montgomery, AL 36106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Advisors, Llc | Montgomery | AL | 08/2022 | 05/2025 |
| Retirement Systems Of Alabama | Montgomery | AL | 07/2005 | 08/2022 |
| Marble Wealth Llc | Montgomery | AL | 06/2025 | Present |
1) Name: Rogers & Stabler Properties, LLC Position: Owner/ManagerNature: Invest in single family residential real estate. Investment Related: YesHours: 2Securities Trading Hours: 0Start Date: 10/04/2018 Address: 3431 Warrenton Rd, Montgomery AL 36111, United States Description: Identify properties to purchase. Keep logs of income and expenses. 2) Name: CCDT Properties, LLC Position: Venturer Nature: A friend is raising funds to purchase two apartment complexes in Mobile, AL and Saraland, AL. He has secured the debt portion of the deal and is raising equity capital from limited partners. Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 3/8/2024 Address: 764 Sullivan Ave, Mobile AL 36606, United States Description: None - this is a passive investment 3) Name: Marble Wealth, LLC Position: Partner, CIO Nature: Operating entity for investment advisory business Investment Related: Yes Hours: 180 Securities Trading Hours: 150 Start Date: 08/12/2022 Address: 4137 Carmichael Rd, Montgomery AL 36106, United States Description: Owner/Investment Advisor
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