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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
5150 Belfort Road Suite 702, Jacksonville , FL 32256 • United States
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-22 |
| FL | RA | APPROVED | 2013-11-22 |
Branch Locations
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Jacksonville | FL | 01/2000 | 08/2026 |
| Sanchez Wealth Management Group, Llc | Jacksonville | FL | 02/2010 | Present |
| Modern Wealth Management, Llc | Jacksonville | MO | 08/2026 | Present |
1. 10/19/2001 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT - 2. 3/1/2011: REAL ESTATE RENTAL - OFFICE BULIDING - 0% OF TIME SPENT. 3. 3/14/2011: REAL ESTATE RENTAL - CJ & ASSOCIATES OF JACKSONVILLE, LLC - 5% OF TIME SPENT 4. 01/30/2014 - SANCHEZ WEALTH MANAGEMENT GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) SANCHEZ WEATLH MANAGEMENT GROUP - TIME SPENT 75% - JACKSONVILLE, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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