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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-29 |
Branch Locations
601 State Street Suite 220, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Soutlake | TX | 12/2013 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2023 |
| Sanctuary Securities, Inc. | Southlake | TX | 03/2023 | Present |
| Sanctuary Advisors, Llc | Southlake | TX | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) Name: Variable Annuities Position: Producer Nature: Variable & Fixed Annuities Investment Related: No Hours: Securities Trading Hours: Start Date: 7/11/2023 Address: : 1560 E Southlake Blvd Ste 100, Southlake, TX 76092 Description: Sales of fixed annuities, whole life and/or health insurance:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-19 |
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