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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
601 State Street Suite 220, Southlake, TX 76092 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Southlake | TX | 06/2009 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Retired | Southlake | TX | 06/2019 | 08/2025 |
| Sanctuary Securities, Inc. | Southlake | TX | 08/2025 | Present |
| Sanctuary Advisors Llc | Southlake | TX | 01/2026 | Present |
1) WOOD PRIVATE WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Private Wealth Advisory for planning purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2025 ADDRESS: 1307 Wakefield Ct., Southlake TX 76092, United States DESCRIPTION: Advisor and Educator to individual and families. Provided Financial Planning and educational material. No Trading or specific investment recommendations .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1993-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-29 |
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