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Inactive

Hugo R Sanchez

Koenig Investment Advisory, LLC

Ashland, OR

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Current Employers
Koenig Investment Advisory, Llc

739 N Main Street, Ashland, OR 97520 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-01-03
  • OR RA
    APPROVED
    Since 2022-01-03

Branch Locations

739 N Main Street, Ashland, OR 97520 • 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
Edward Jones St Louis MO 07/2018 02/2020
Options For Southern Oregon Medford OR 10/2017 06/2018
Behavior Analysis And Therapy Partners Bala Cynwyd PA 02/2016 07/2017
Cutler Investment Counsel, Llc Jacksonville OR 03/2020 07/2020
Nv Farms Medford OR 09/2020 09/2021
Telepro Group Chicago IL 09/2021 12/2021
Koenig Investment Advisory, Llc Ashland OR 12/2021 Present
  • 07/2018 → 02/2020
    Edward Jones
    St Louis, MO
  • 10/2017 → 06/2018
    Options For Southern Oregon
    Medford, OR
  • 02/2016 → 07/2017
    Behavior Analysis And Therapy Partners
    Bala Cynwyd, PA
  • 03/2020 → 07/2020
    Cutler Investment Counsel, Llc
    Jacksonville, OR
  • 09/2020 → 09/2021
    Nv Farms
    Medford, OR
  • 09/2021 → 12/2021
    Telepro Group
    Chicago, IL
  • 12/2021 → Present
    Koenig Investment Advisory, Llc
    Ashland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-14
  • S66 Uniform Combined State Law Examination
    2018-11-14
Designations
Other Names
  • Hugo Rene Sanchez

View on SEC IAPD

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EP WEALTH ADVISORS
NAGEL & PADILLA, LLC

Other Investors

WILLIAM VAUGHN GROVES
JOHN DAVID GIBBS
Lebeau Potgieter
Susan Marie Davis
RICHARD W SCHULTZ
PAUL ALLEN BLOOM
DARIC BRANDON LUCERO
JEFFREY NEIL FEINBERG

Other Offices

CETERA INVESTMENT ADVISERS LLC · ASHLAND, OR
CETERA INVESTMENT ADVISERS LLC · ASHLAND, OR
J.P. MORGAN SECURITIES LLC · ASHLAND, OR
SCHULTZ AND ASSOCIATES INC. · ASHLAND, OR
WELLS FARGO CLEARING SERVICES, LLC · ASHLAND, OR
LPL FINANCIAL LLC · ASHLAND, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ashland, OR
EP WEALTH ADVISORS · Ashland, OR

More in Ashland, OR

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