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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
6818 Grand Valley Drive, San Antonio, TX 78242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bukaty Financial | Overland Park | KS | 06/2016 | 12/2020 |
| Victory Capital | San Antonio | TX | 12/2020 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 01/2022 | 10/2023 |
| One Digital (Affiliation) | Overland Park | KS | 01/2024 | 05/2024 |
| Crescendo Retirement Plan Advisors | San Antonio | TX | 04/2024 | Present |
Jeremiah Anthony Sanchez owns Crescendo Private Wealth Advisory, LLC. This entity currently does not have any business and therefore, there are no conflicts of interest. --independent licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-27 |
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