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5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-03-23 |
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 Llc | Jacksonville | FL | 07/2013 | 08/2026 |
| Sanchez Wealth Management Group, Llc | Jacksonville | FL | 07/2013 | Present |
| Modern Wealth Management, Llc | Jacksonville | FL | 08/2026 | Present |
1. 07/31/2013 - SANCHEZ WEALTH MANAGEMENT GROUP - INV REL - AT REPORTED LOCATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-17 |
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