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.

Current firm

SANCTUARY ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 29, 2016

First registration

Nov 30, 2016

Dual registered

yes, broker-dealer

Other names

WILLIAM CLARK ABBOTT|WILLIAM ABBOTT|CLARK ABBOTT

IAPD individual key

6394717

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2bf127af-b56b-29cd-57d6-21047c10ee59

First observed

Nov 30, 2016

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.