Rochelle Deanne Sanchez

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → 01/2018
  Union Bank
  San Diego, CA
• 06/2012 → 01/2018
  Union Bank (Unionbanc Investment Services)
  San Diego, CA
• 01/2018 → 12/2024
  Us Bancorp Advisors Llc
  Glendale, CA
• 01/2025 → Present
  Boom Planning/Canvas Financial
  Oceanside, CA
• 02/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-05-21 → 2025-01-02
  U.S. Bancorp Advisors, Llc
  Encinitas, CA
  San Diego, CA
  Encinitas, CA

Other Businesses

BOOM PLANNING/CANVAS FINANCIAL; INV REL; SAME AS RESIDENCE; INVESTMENT SERVICES; EMPLOYEE; START DATE=01/2025; HRS/MO=160; TRADING HRS/MO=160; ADVISING, PLANNING, CUSTOMER SERVICE

Exams

• S66 Uniform Combined State Law Examination
  2018-05-21
• S63 Uniform Securities Agent State Law Examination
  2012-08-07

Other Names

• Rochelle Deanne Corbett