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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-09 |
| TX | RA | APPROVED | 2021-02-19 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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 Llc | Toledo | OH | 11/2011 | 10/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 02/2021 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 10/2018 | 02/2021 |
| Sanctuary Securities, Inc. | Toledo | OH | 02/2021 | Present |
| Sanctuary Advisors Llc | Toledo | OH | 02/2021 | Present |
(1) Name: Noble Revocable Living Trust Position: Co-Trustee Nature: Co-Trustee on my deceased father's Trust Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 01/01/2016 Address: 4535 Brookside Rd., Toledo OH 43615, United States Description: all Trustee services (2) Name: Noble Wealth Partners Position: Co-Founder Nature: Financial Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 02/19/2021 Address: 14 North Erie Street, Toledo OH 43604, United States Description: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-01 |
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