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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
Branch Locations
850 Nw Federal Highway, Ste 233, Stuart, FL 34994 • United States
5455 Spencer Ct., Suite 102, Wildwood, FL 34785 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp | Portland | OR | 02/2025 | Present |
| Chandler Wealth Management | Kennesaw | GA | 02/2025 | Present |
| The Human Geo Guy, Llc | Port Saint Lucie | FL | 05/2014 | Present |
| Rps Academy | Port Saint Lucie | FL | 08/2016 | Present |
| Marco Learning | Wrightstown | NJ | 10/2022 | 01/2025 |
| Martin County School District | Stuart | FL | 08/2008 | 12/2022 |
| Tarpon Bend Raw Bar And Grill | Port Saint Lucie | FL | 05/2008 | 02/2019 |
| College Board | Cincinatti | OH | 06/2016 | Present |
1. The Human Geo Guy, LLC (not investment related); 597 SE Nome Drive, Port Saint Lucie, FL 34984; tutoring services; Manager and sole owner of business; start date May 2014; devote 10 hours per month to this business, 0 during trading hours; tutors individuals and small groups of students taking the AP Human Geo Exam every May. 2. RPS Academy (not investment related); 4500 SE Pine Valley St. Port St. Lucie, FL 34952; academic institution combining outstanding education and world-class sports training; Night School Teacher; 12 hours per month, 0 hours during trading hours. 3. Since June 2016 Mr. Sanchez has worked as an AP exam scorer for College Board one week per year annually in June (non-investment related) in Cincinnati, OH; Title: AP Reader. 35 hours annually in June, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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