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RIA / WealthAdvisor29 years in industry

MARK KEVIN SACHSE

Advisor at ACCESS FINANCIAL GROUP, LLC

MOUNT VERNON, TX

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Search this name across graphsid dfx:ria:820eb2c5-9d5f-5bd0-e9ea-cc6b2e093ea2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2002 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: ACCESS FINANCIAL GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63
First exam: Aug 5, 1997
First registration: Jan 23, 2002
Dual registered: no
Other names: MARK SACHSE
IAPD individual key: 2198070

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
ACCESS FINANCIAL GROUP, LLC	State registered	Feb 13, 2021	n/a	yes	MOUNT VERNON, TX	Current employment
ACCESS FINANCIAL GROUP, INC.	n/a	Jun 28, 2018	Dec 9, 2025	no	Mount Vernon, TX\|MOUNT VERNON, TX	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Aug 24, 2012	Oct 30, 2017	no	Dallas, TX	Previous registration
HILLTOP SECURITIES INC.	Bd affiliated wealth	Jan 23, 2002	Aug 28, 2012	no	SANTA FE, NM\|PLANO, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX	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
ACCESS FINANCIAL GROUP, INC.	ACCESS FINANCIAL GROUP, LLC	Dec 9, 2025	Feb 13, 2021	-1,760	Firm change after gap	Other
B RILEY WEALTH MANAGEMENT	ACCESS FINANCIAL GROUP, INC.	Oct 30, 2017	Jun 28, 2018	241	Firm change	Other
HILLTOP SECURITIES INC.	B RILEY WEALTH MANAGEMENT	Aug 28, 2012	Aug 24, 2012	-4	Firm change	Other

Relationships

Registered with (4)

→ ACCESS FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Feb 13, 2021 to presentfactForm ADV
→ ACCESS FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 28, 2018 to Dec 9, 2025factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 24, 2012 to Oct 30, 2017factForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: previous registration
Jan 23, 2002 to Aug 28, 2012factForm ADV

Dated events

Occurred
Dec 9, 2025
Advisor changed firm
Mark Kevin Sachse left Access Financial Group, Inc. for Access Financial Group, Llc (registered 2021-02-13)
Form ADVobserved 5 days ago