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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 01/2018 | 04/2018 |
| Donor Services Group | Los Angeles | CA | 07/1997 | 07/2017 |
| Unemployed | Los Angeles | CA | 07/2017 | 01/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 12/2019 |
| Morgan Stanley | Westlake Village | CA | 12/2019 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | CA | 11/2021 | 06/2026 |
| Sanctuary Securities, Inc. | Westlake Village | CA | 06/2026 | Present |
| Sanctuary Advisors Llc | Westlake Village | CA | 06/2026 | Present |
1) EL ENCANTO HOMEOWNERS ASSOCIATION BOARD OF DIRECTORS POSITION: Member at Large NATURE: Board of five members that works with our management company to give input on budgeting, beautification, regulations and more of our Calabasas neighborhood, El Encanto INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 23901 Calabasas Rd. Suite 1050, Calabasas CA 91302, United States DESCRIPTION: Voting member of five-person Board of Directors that votes on and provides input regarding neighborhood rules, beautification, dues, etc.. Attend quarterly meetings, vote on neighborhood issues, weigh in via email on urgent matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-26 |
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