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Advisor at SANCTUARY ADVISORS, LLC
THE WOODLANDS, 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 | Feb 24, 2023 | n/a | yes | THE WOODLANDS, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 30, 2021 | Mar 2, 2023 | no | THE WOODLANDS, TX|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SANCTUARY ADVISORS, LLC | Mar 2, 2023 | Feb 24, 2023 | -6 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:226606:NY:2023-03-02 | Mar 2, 2023 | Feb 24, 2023 | NEW YORK, NY | Firm change |