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RIA / WealthAdvisor30 years in industry

MICHAEL ANTHONY SANCHEZ

Advisor at INTEGRITY FINANCIAL CORPORATION

Malibu, CA

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Search this name across graphsid dfx:ria:e4213e3a-9938-3faf-a5cd-3c76eec3b9e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 16, 2005 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: INTEGRITY FINANCIAL CORPORATION
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: Aug 21, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 21, 1996
First registration: Jun 16, 2005
Dual registered: no
IAPD individual key: 1447606

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
INTEGRITY FINANCIAL CORPORATION	Independent wealth	Jul 14, 2025	n/a	yes	Malibu, CA	Current employment
Lido	Independent wealth	Nov 13, 2019	Jan 22, 2024	no	LOS ANGELES, CA	Previous registration
BANYAN TREE ASSET MANAGEMENT, LLC	Independent wealth	Sep 17, 2013	Nov 8, 2019	no	TORRANCE, CA	Previous registration
AMERIVET SECURITIES, INC.	State registered	Jan 26, 2012	Dec 10, 2013	no	NEW YORK, NY	Previous registration
GLENCREST INVESTMENT ADVISORS, INC.	n/a	Jul 26, 2007	Jan 23, 2009	no	CLAREMONT, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 16, 2005	Mar 19, 2007	no	GLENDORA, CA\|PASADENA, 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
Lido	INTEGRITY FINANCIAL CORPORATION	Jan 22, 2024	Jul 14, 2025	539	Firm change after gap	RIA to RIA
BANYAN TREE ASSET MANAGEMENT, LLC	Lido	Nov 8, 2019	Nov 13, 2019	5	Firm change	RIA to RIA
AMERIVET SECURITIES, INC.	BANYAN TREE ASSET MANAGEMENT, LLC	Dec 10, 2013	Sep 17, 2013	-84	Firm change after gap	Other
GLENCREST INVESTMENT ADVISORS, INC.	AMERIVET SECURITIES, INC.	Jan 23, 2009	Jan 26, 2012	1,098	Firm change after gap	Other
MORGAN STANLEY DW INC.	GLENCREST INVESTMENT ADVISORS, INC.	Mar 19, 2007	Jul 26, 2007	129	Firm change	Other

Relationships

Registered with (6)

→ INTEGRITY FINANCIAL CORPORATIONRegistered adviserregistration: current employment
Jul 14, 2025 to presentfactForm ADV
→ LIDORegistered adviserregistration: previous registration
Nov 13, 2019 to Jan 22, 2024factForm ADV
→ BANYAN TREE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 17, 2013 to Nov 8, 2019factForm ADV
→ AMERIVET SECURITIES, INC.Registered adviserregistration: previous registration
Jan 26, 2012 to Dec 10, 2013factForm ADV
→ GLENCREST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 26, 2007 to Jan 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 16, 2005 to Mar 19, 2007factForm ADV

Dated events

Occurred
Jan 22, 2024
Advisor changed firm
Michael Anthony Sanchez left Lido for Integrity Financial Corporation (registered 2025-07-14)
Form ADVobserved 4 days ago