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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Worth | TX | 10/2010 | 05/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 06/2011 | 05/2018 |
| Bb&T Securities | Fort Worth | TX | 05/2018 | 03/2021 |
| Truist Investment Services, Inc. | Fort Worth | TX | 02/2021 | 08/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 08/2025 |
| Sanctuary Securities, Inc. | Fort Worth | TX | 08/2025 | Present |
| Sanctuary Advisors Llc | Fort Worth | TX | 08/2025 | Present |
1) Name: Fossil Holdings LTD Position: Partner Nature: Entity to own investment real estate property - rental income Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 9/1/2006 Address: 6363 Waverly Way, Fort Worth TX 76116, United States Description: Owner/Landlord 2) Name: 4225 Investments, LLC Position: President Nature: Entity to own investment real estate property - rental income Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/14/2019 Address: 6363 Waverly Way, Fort Worth TX 76116, United States Description: Owner/Landlord 3) Name: MGT Management LLC Position: President Nature: Entity to own investment real estate property - rental income Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 09/01/2006 Address: 6363 Waverly Way, Fort Worth TX 76116, United States Description: Owner/Landlord 4) Name: LJ2M MT LLC Position: President Nature: Entity to own investment real estate property - rental income Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 10/01/2024 Address: 6363 Waverly Way, Fort Worth TX 76116, United States Description: Owner/Landlord 5) 306 PARTNERS POSITION: co-founder 306 Partners NATURE: Commercial building for our own use INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2026 ADDRESS: 1415 Ballinger St, Fort Worth TX 76116, United States DESCRIPTION: Commercial real estate 6) LJ@M MT INVESTMENTS LLC POSITION: President NATURE: Real Estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: 6363 Waverly Way, Fort Worth TX 76116, United States DESCRIPTION: President. 7) LJ MILTON PROPERTIES LLC POSITION: President NATURE: Real estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 6363 Waverly Way, Fort Worth TX 76116, United States DESCRIPTION: President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-21 |
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