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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED_RES | 2023-02-22 |
| OH | RA | APPROVED | 2023-02-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Concord | OH | 09/2001 | 02/2023 |
| Bliss Capital Advisors Llc (Dba) Hb Wealth Advisors, Llc | Concord | OH | 10/2016 | Present |
| Sanctuary Securities, Inc. | Cleveland | OH | 02/2023 | Present |
| Sanctuary Advisors, Llc | Cleveland | OH | 02/2023 | Present |
1) Name: YMCA of Lake County Position: Committee Member Nature: Not for Profit - Local YMCA Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 07/20/2019 Address: 933 Mentor Ave., Painesville OH 44077, United States 2) DIANA L BLISS SEPARATE SHARE TRUST POSITION: Co-Trustee NATURE: Irrevocable Trust set up for my mother, Diana L Bliss. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2018 ADDRESS: 1885 Lakeside Dr,, Madison OH 44057 DESCRIPTION: Co-Trustee with my mother's trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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