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.

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Registered advisor

S••••• C•••••

M••••••BD affiliatedBellevue, WaIA-onlyIAPD 2996237

Certified Financial Planner

Feed of 09/14/2026

Also filed as Sandra Lynn Blanchard

At current firm

0 y

since Jul 10, 2026

In the industry

28 y

since Feb 23, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• BD affiliated current
since Jul 10, 2026 · Bellevue, Wa
J••• M••••• S••••••••• L•• wirehouse
Feb 9, 2025 to Jul 3, 2026 · Bellevue, Wa
C•••••••• G••••• M•••••• I••• BD affiliated
Nov 10, 2004 to Dec 7, 2005 · Atlanta, Ga
S••••••• I••••••••• S•••••••• I••• former
Apr 28, 2004 to Jul 22, 2004 · Atlanta, Ga
C•••••• S••••• • C••• I••• national BD
Mar 28, 2003 to Apr 29, 2004 · Kennesaw, Ga

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M••••••
left Jul 3, 2026, registered Jul 10, 2026 (7 days) · Wirehouse to affiliated broker-dealer or bank
C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••
left Dec 7, 2005, registered Feb 9, 2025 (7004 days) · Other
S••••••• I••••••••• S•••••••• I••• to C•••••••• G••••• M•••••• I•••
left Jul 22, 2004, registered Nov 10, 2004 (111 days) · Other
C•••••• S••••• • C••• I••• to S••••••• I••••••••• S•••••••• I•••
left Apr 29, 2004, registered Apr 28, 2004 (-1 days) · Other

Signals

S••••• C••••• left J••• M••••• S••••••••• L•• for Mariner (registered 2026-07-10)
Jul 3, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address