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Phillip A. Sanchez

Heck Capital Advisors, LLC

Scottsdale, AZ

Rhinelander, WI

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Current Employers
Heck Capital Advisors, Llc

15 East Anderson Street, Rhinelander, WI 54501 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-14
AZ RA APPROVED 2026-04-13
WI RA APPROVED 2026-04-03
  • MN RA
    APPROVED
    Since 2026-04-14
  • AZ RA
    APPROVED
    Since 2026-04-13
  • WI RA
    APPROVED
    Since 2026-04-03

Branch Locations

7047 E Greenway Pkwy #250, Scottsdale, AZ 85254 • United States

15 East Anderson Street, Rhinelander, WI 54501 • 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
Charles Schwab & Co., Inc. Phoenix AZ 12/2014 11/2020
Charles Schwab Bank Phoenix AZ 04/2017 11/2020
United States Marine Corps Lubbock TX 03/2019 12/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
Heck Capital Advisors Rhinelander WI 03/2026 Present
  • 12/2014 → 11/2020
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 04/2017 → 11/2020
    Charles Schwab Bank
    Phoenix, AZ
  • 03/2019 → 12/2020
    United States Marine Corps
    Lubbock, TX
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Heck Capital Advisors
    Rhinelander, WI
Previous Registrations
  • 2025-03-31 → 2026-03-19
    Strategic Advisers Llc
    Phoenix, AZ
    Boston, MA
  • 2021-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2016-05-26 → 2020-12-09
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-26
S63 Uniform Securities Agent State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2016-05-26
  • S63 Uniform Securities Agent State Law Examination
    2015-05-15
Other Names
  • Phillip Allen Sanchez

View on SEC IAPD

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Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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