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Cassandra Michelle Sanchez

Financial & Tax Architects, LLC

Plano, TX

St. Louis, MO

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Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-18

Branch Locations

6860 N Dallas Pkwy Suite 200, Plano, TX 75024 • United States

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • 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
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 03/2018 10/2020
Tiaa Lewisville TX 03/2018 10/2020
Drunken Donkey Lewisville TX 09/2017 03/2018
Staples Business Advantage Coppell TX 07/2017 08/2017
Joe's Crab Shack Lewisville TX 03/2015 07/2017
University Of North Texas Denton TX 08/2013 08/2017
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 04/2021 06/2022
Tiaa Lewisville TX 04/2021 06/2022
Drunken Donkey Lewisville TX 01/2021 09/2021
Us Health Advisors Dallas TX 09/2020 02/2021
Fisher Investments Plano TX 08/2022 12/2025
Financial & Tax Architects, Llc Plano TX 12/2025 Present
  • 03/2018 → 10/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 03/2018 → 10/2020
    Tiaa
    Lewisville, TX
  • 09/2017 → 03/2018
    Drunken Donkey
    Lewisville, TX
  • 07/2017 → 08/2017
    Staples Business Advantage
    Coppell, TX
  • 03/2015 → 07/2017
    Joe's Crab Shack
    Lewisville, TX
  • 08/2013 → 08/2017
    University Of North Texas
    Denton, TX
  • 04/2021 → 06/2022
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 04/2021 → 06/2022
    Tiaa
    Lewisville, TX
  • 01/2021 → 09/2021
    Drunken Donkey
    Lewisville, TX
  • 09/2020 → 02/2021
    Us Health Advisors
    Dallas, TX
  • 08/2022 → 12/2025
    Plano, TX
  • 12/2025 → Present
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-03
S63 Uniform Securities Agent State Law Examination 2018-05-11
  • S65 Uniform Investment Adviser Law Examination
    2022-11-03
  • S63 Uniform Securities Agent State Law Examination
    2018-05-11
Other Names
  • Cassandra Michelle Sanchez
  • Cassandra M Sanchez
  • Cassandra Sanchez

View on SEC IAPD

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