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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant12 years in industry

Alexandra Ochev Sandberg

Advisor at OSBORNE PARTNERS

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c8089ba-c89c-dc14-dc79-520e76c8226b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 28, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSBORNE PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Jul 14, 2014
First registration: Jan 28, 2016
Dual registered: no
Other names: ALEXANDRA SANDBERG
IAPD individual key: 6362123

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSBORNE PARTNERS	Independent wealth	Apr 23, 2024	n/a	yes	SAN FRANCISCO, CA	Current employment
THREADLINE WEALTH	Independent wealth	Jul 26, 2022	Feb 29, 2024	no	San Francisco, CA\|BELLEVUE, WA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 30, 2018	Mar 2, 2022	no	SAN FRANCISCO, CA\|PALO ALTO, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 23, 2016	Jul 26, 2018	no	SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jan 28, 2016	Sep 16, 2016	no	San Francisco, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THREADLINE WEALTH	OSBORNE PARTNERS	Feb 29, 2024	Apr 23, 2024	54	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	THREADLINE WEALTH	Mar 2, 2022	Jul 26, 2022	146	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	ADVICE AND PLANNING SERVICES	Jul 26, 2018	Jul 30, 2018	4	Firm change	Wirehouse to ibd
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Sep 16, 2016	Sep 23, 2016	7	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:8174:CA:2016-09-16	Sep 16, 2016	Sep 23, 2016	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (5)

→ OSBORNE PARTNERSRegistered adviserregistration: current employment
Apr 23, 2024 to presentfactForm ADV
→ THREADLINE WEALTHRegistered adviserregistration: previous registration
Jul 26, 2022 to Feb 29, 2024factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 30, 2018 to Mar 2, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 23, 2016 to Jul 26, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 28, 2016 to Sep 16, 2016factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor changed firm
Alexandra Ochev Sandberg left Threadline Wealth for Osborne Partners (registered 2024-04-23)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2022
Advisor changed firm
Alexandra Ochev Sandberg left Advice And Planning Services for Threadline Wealth (registered 2022-07-26)
Form ADVobserved 5 days ago