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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-16 |
| FL | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED_RES | 2025-05-10 |
| OH | RA | APPROVED | 2025-05-09 |
Branch Locations
12800 Univeristy 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Alexandria | MN | 10/2011 | 01/2023 |
| Wells Fargo Advisors, Llc | Alexandria | MN | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | MN | 11/2016 | 01/2023 |
| Raymond James & Associates, Inc. | Ft. Myers | FL | 01/2023 | 03/2024 |
| Publix | Bonita Springs | FL | 08/2021 | 03/2023 |
| Ubs Financial Services, Inc | Fort Myers | FL | 05/2024 | 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 | 2021-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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