Inactive

Lina M Sanchez

Los Angeles, CA

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Current Employers

Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-18

CA RA
APPROVED

Since 2024-12-18

Branch Locations

350 5Th Avenue Suite 3110, New York, NY 10118 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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

Organization	City	State	From	To
The Casino At Dania Beach	Dania Beach	FL	07/2016	12/2016
Meg Green & Associates, Inc. D/B/A Mg&A Wealth	Plantation	FL	01/2017	07/2021
Statetrust	Boca Raton	FL	08/2021	12/2021
Aspiriant, Llc	New York	NY	01/2022	02/2023
Aspiriant, Llc	New York	NY	03/2024	Present
Aspiriant, Llc	New York	NY	03/2023	02/2024

07/2016 → 12/2016

The Casino At Dania Beach

Dania Beach, FL
01/2017 → 07/2021

Meg Green & Associates, Inc. D/B/A Mg&A Wealth

Plantation, FL
08/2021 → 12/2021

Statetrust

Boca Raton, FL
01/2022 → 02/2023

Aspiriant, Llc

New York, NY
03/2024 → Present

Aspiriant, Llc

New York, NY
03/2023 → 02/2024

Aspiriant, Llc

New York, NY

Previous Registrations

2018-01-12 → 2021-05-28

Mg&A Wealth

Plantation, FL
2014-12-24 → 2016-07-25

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

Florham Park, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-18
S66	Uniform Combined State Law Examination	2014-12-23

S65 Uniform Investment Adviser Law Examination

2024-12-18
S66 Uniform Combined State Law Examination

2014-12-23

Other Names

Lina Marcela Sanchez

View on SEC IAPD

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