Brendan A Sanchez

487 South Drake Road Suite A, Kalamazoo, MI 49009 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-02-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Pnc Financial Services Inc.	Kalamazoo	MI	07/2014	07/2019
Bank Of America N.A.	Grand Rapids	MI	07/2019	02/2020
Flowfluent Llc	Kalamazoo	MI	02/2020	10/2020
Pine Grove Housing Service	Kalamazoo	MI	10/2020	10/2021
Kestra Investment Services, Llc / The Wiser Financial Group	Kalamazoo	MI	11/2021	09/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Portage	MI	09/2023	05/2025
Bank Of America N.A.	Portage	MI	11/2023	05/2025
Raymond James & Associates, Inc	Kalamazoo	MI	05/2025	02/2026
Daus Financial Group, Llc	Kalamazoo	MI	02/2026	Present

07/2014 → 07/2019

Pnc Financial Services Inc.

Kalamazoo, MI
07/2019 → 02/2020

Bank Of America N.A.

Grand Rapids, MI
02/2020 → 10/2020

Flowfluent Llc

Kalamazoo, MI
10/2020 → 10/2021

Pine Grove Housing Service

Kalamazoo, MI
11/2021 → 09/2023

Kestra Investment Services, Llc / The Wiser Financial Group

Kalamazoo, MI
09/2023 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portage, MI
11/2023 → 05/2025

Bank Of America N.A.

Portage, MI
05/2025 → 02/2026

Raymond James & Associates, Inc

Kalamazoo, MI
02/2026 → Present

Daus Financial Group, Llc

Kalamazoo, MI

2025-05-09 → 2026-01-30

Raymond James & Associates, Inc.

Portage, MI

Kalamazoo, MI

Kalamazoo, MI
2023-10-17 → 2025-04-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portage, MI
2022-07-19 → 2023-09-11

Kestra Advisory Services, Llc

Kalamazoo, MI

Austin, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-16

Other Firms