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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Lake Village | CA | 11/2017 | 06/2026 |
| Blue Source Inc | Oxnard | CA | 04/2008 | 11/2017 |
| Bank Of America, N.A. | West Lake Village | CA | 04/2018 | 06/2026 |
| Sanctuary Securities, Inc. | Westlake Village | CA | 06/2026 | Present |
| Sanctuary Advisors Llc | Westlake Village | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
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