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Advisor at SANCTUARY ADVISORS, LLC
San Antonio, TX
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 | Jul 14, 2025 | n/a | yes | San Antonio, TX | Current employment |
| SENDERO WEALTH MANAGEMENT, LLC | Independent wealth | May 15, 2024 | Apr 3, 2025 | no | SAN ANTONIO, TX | Previous registration |
| BROADWAY WEALTH SOLUTIONS | Independent wealth | Mar 23, 2021 | May 7, 2024 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SENDERO WEALTH MANAGEMENT, LLC | SANCTUARY ADVISORS, LLC | Apr 3, 2025 | Jul 14, 2025 | 102 | Firm change | RIA to ibd |
| BROADWAY WEALTH SOLUTIONS | SENDERO WEALTH MANAGEMENT, LLC | May 7, 2024 | May 15, 2024 | 8 | Firm change | RIA to RIA |