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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-03 |
Branch Locations
1470 Copperfield Pkwy, College Station, TX 77845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bryan | TX | 05/2017 | 02/2023 |
| Caldwell Companies | College Station | TX | 04/2011 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 02/2023 |
| Sanctuary Securities, Inc. | College Station | TX | 02/2023 | Present |
| Sanctuary Advisors, Llc | College Station | TX | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2017 | Present |
1) Name: n/a Position: Owner Nature: My husband and I own a single family residence as a rental property. It is our previous home at 4218 Peregrine Way, Bryan, TX 77802 Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 10/28/2022 Address: po box 9444, college station TX 77842, United States Description: help with leasing and/or maintenance calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
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