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Sanford Michael Fisch

Integrity Advisory Solutions

San Diego, CA

Dallas, TX

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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-11
  • CA RA
    APPROVED
    Since 2024-04-11

Branch Locations

9444 Balboa Avenue Suite 300, San Diego, CA 92109 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armstrong, Fisch, And Tutoli Law Firm San Diego CA 10/1989 Present
Aaepa San Diego CA 03/1993 Present
Brokers International Financial Services San Diego CA 11/2023 09/2024
Integrity Advisory Solutions San Diego CA 04/2024 Present
  • 10/1989 → Present
    Armstrong, Fisch, And Tutoli Law Firm
    San Diego, CA
  • 03/1993 → Present
    Aaepa
    San Diego, CA
  • 11/2023 → 09/2024
    Brokers International Financial Services
    San Diego, CA
  • 04/2024 → Present
    San Diego, CA
Previous Registrations
  • 2023-11-29 → 2024-09-03
    Urbandale, IA
    San Diego, CA
  • 2002-10-17 → 2016-03-01
    1St Global Advisors Inc
    San Diego, CA
    San Diego, CA
Other Businesses

1) Armstrong, Fisch and Tutoli Law Partnership; Not investment related; 6040 Santo Rd, San Diego, CA 92123; Lawyer; Partner; 06/01/1993; 2 hours per month; 0 hours during security hours; lawyer. 2) SMF Limited Partnership; not investment related; 15719 Las Planideras, Rancho Santa Fe, CA 92067; personal holding company; General Partner; 01/01/1993; 2 hours per month; 0 hours during security hours; oversee assets. 3) American Academy of Estate Planning Attorneys, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Membership organization, CEO; 03/01/1993; 120 hours oer month; 0 hours during security hours; Overall strategic direction and supervision of the company. 4) Academy Life and Health, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Insurance agency; CEO; 06/10/2023; 5 hours per month; 0 hours during security hours; overall supervision. 5) American Academy Group, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Holding company; CEOI; 07/27/2002; 2 hours per month; 0 hours during security hours; oversight. 6) Rental Real Estate; Not investment related; 15719 Las Planideras, PO Box 1276, Rancho Santa Fe, CA 92067; Rental Real Estate; Owner; 06/30/1984: 1 hours per month; 0 hours during security hours; Overseeing tenants.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-06
S66 Uniform Combined State Law Examination 2001-04-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-06
  • S66 Uniform Combined State Law Examination
    2001-04-09
Other Names
  • Sandy Fisch

View on SEC IAPD

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