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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Hurst | TX | 06/2015 | 04/2017 |
| Fsc Securities Corp | Atlanta | GA | 04/2017 | 06/2018 |
| Dbt Wealth Consultants | Addison | TX | 04/2017 | 06/2018 |
| United Capital Financial Advisers, Llc | Las Colinas | TX | 06/2018 | 11/2018 |
| Cetera Advisor Networks | El Segundo | CA | 06/2018 | 11/2018 |
| Personal Capital Advisors | Dallas | TX | 12/2018 | 08/2021 |
| Mercer Global Advisors | Boulder | CO | 08/2021 | 10/2022 |
| Fsc Securities Corporation | Dallas | TX | 10/2022 | 11/2023 |
| Bfs Advisory Group | Dallas | TX | 10/2022 | 09/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 11/2023 | 09/2024 |
| Newedge Securities, Llc | Pittsburgh | PA | 09/2024 | 06/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 09/2024 | 06/2026 |
| Sanctuary Securities, Inc. | Fort Worth | TX | 06/2026 | Present |
| Sanctuary Advisors Llc | Fort Worth | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
| S66 | Uniform Combined State Law Examination | 2008-05-25 |
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