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Advisor at SANCTUARY ADVISORS, LLC
WILMINGTON, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Aug 23, 2024 | n/a | yes | WILMINGTON, NC | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 2, 2016 | Aug 26, 2024 | no | WILMINGTON, NC | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 1, 2015 | Feb 24, 2016 | no | Melville, NY|MELVILLE, NY|WILMINGTON, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SANCTUARY ADVISORS, LLC | Aug 26, 2024 | Aug 23, 2024 | -3 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 24, 2016 | Mar 2, 2016 | 7 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:226606:NC:2024-08-26 | Aug 26, 2024 | Aug 23, 2024 | WILMINGTON, NC | Firm change |