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.
Advisor moves
Arrivals at Sanchez Wealth Management Group, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christen Lee Sanchez | LPL Financial LLC BD affiliated | Sanchez Wealth Management Group, LLC no RAUM | Other | Jul 14, 2026 | Nov 22, 2013 |
| Dawn Sanchez Nicoles | Ameriprise Financial Services, LLC national BD | Sanchez Wealth Management Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2024 | Oct 4, 2024 |
| Joshua Seth Mandelkorn | LPL Financial LLC other | Sanchez Wealth Management Group, LLC other | Other | Mar 4, 2016 | Mar 23, 2015 |
| Jeffrey Wayne Thorsen | Eagle Strategies LLC other | Sanchez Wealth Management Group, LLC no RAUM | Other | May 29, 2007 | Jan 24, 2014 (2432 d) |
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4 moves match.