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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-16 |
| CA | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
30930 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 11/2017 | 06/2026 |
| Pepperdine University | Malibu | CA | 08/2016 | 04/2018 |
| Bank Of America, N.A. | Westlake Village | CA | 11/2018 | 06/2026 |
| Sanctuary Securities, Inc. | Westlake Village | CA | 06/2026 | Present |
| Sanctuary Advisors Llc | Westlake Village | CA | 06/2026 | Present |
1) SHEK PRIVATE WEALTH LLC POSITION: Sole Member NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 06/12/2026 ADDRESS: 108 17th St., Wilmette IL 60091, United States DESCRIPTION: Wealth Management - Miller Asher Private Wealth. 2) MILLER | ASHER PRIVATE WEALTH, LLC POSITION: Partner NATURE: Wealth Management NVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 07/20/2026 ADDRESS: 30870 Russell Ranch Rd, Ste 140, Westlake Village CA 91362, United States DESCRIPTION: Partner Wealth Management - Miller Asher Private Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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