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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2025-05-16 |
| OH | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED_RES | 2025-05-13 |
Branch Locations
12800 University Drive Suite 195, Fort Myers, FL 33907 • United States
1521 E Perkins Avenue Offices 3, 4, & 5, Sandusky, OH 44870 • United States
1315 W Martintown Road Suite C, North Augusta, SC 29860 • United States
3 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 |
|---|---|---|---|---|
| Mcdonald Investments Inc. | Ft Myers | FL | 02/2000 | Present |
| Ubs Financial Services Inc. | New York | NY | 02/2007 | 05/2025 |
| Sanctuary Securities, Inc. | Fort Myers | FL | 05/2025 | Present |
| Sanctuary Advisors Llc | Fort Myers | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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