DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Anthony Sanchez

Integrity Financial Corporationindependent RIAMalibu, CaIA-onlyIAPD 1447606

Feed of 09/14/2026

At current firm

1 y

since Jul 14, 2025

In the industry

30 y

since Aug 21, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Operations & Deputy Chief Compliance Officerreportedintegrity.financialfirm site, Sep 15, 2026
Professional profile: integrity.financial/team/michael-sanchezreportedintegrity.financialfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Integrity Financial Corporation independent RIA current
since Jul 14, 2025 · Malibu, Ca
Lido independent RIA
Nov 13, 2019 to Jan 22, 2024 · Los Angeles, Ca
Banyan Tree Asset Management, LLC independent RIA
Sep 17, 2013 to Nov 8, 2019 · Torrance, Ca
Amerivet Securities, Inc. state registered
Jan 26, 2012 to Dec 10, 2013 · New York, Ny
Glencrest Investment Advisors, Inc. unclassified
Jul 26, 2007 to Jan 23, 2009 · Claremont, Ca
Morgan Stanley Dw Inc. unclassified
Jun 16, 2005 to Mar 19, 2007 · Glendora, Ca

Moves

a registration end followed by a registration begin elsewhere

Lido to Integrity Financial Corporation
left Jan 22, 2024, registered Jul 14, 2025 (539 days) · RIA to RIA
Banyan Tree Asset Management, LLC to Lido
left Nov 8, 2019, registered Nov 13, 2019 (5 days) · RIA to RIA
Amerivet Securities, Inc. to Banyan Tree Asset Management, LLC
left Dec 10, 2013, registered Sep 17, 2013 (-84 days) · Other
Glencrest Investment Advisors, Inc. to Amerivet Securities, Inc.
left Jan 23, 2009, registered Jan 26, 2012 (1098 days) · Other
Morgan Stanley Dw Inc. to Glencrest Investment Advisors, Inc.
left Mar 19, 2007, registered Jul 26, 2007 (129 days) · Other

Signals

Michael Anthony Sanchez left Lido for Integrity Financial Corporation (registered 2025-07-14)
Jan 22, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address