Michael Sanchez has been an investment adviser representative at Integrity Financial since July 2025, and is not listed among the firm’s executive officers or direct owners.
Integrity Financial Corporation is a Jackson, WY firm with $868M under management, 1,450 clients and 0 advisers across 6 offices, as of its March 2026 filing.
Michael Sanchez’s longest registration was 6 years at Banyan Tree Asset Management, LLC (2013–2019). Before joining Integrity Financial in 2025, Michael Sanchez was registered through Lido and Banyan Tree Asset Management, LLC.
- – present · 1 yearMalibu, CA · Adviser representative · Firm CRD 137125
- Lido– · 4 yearsLos Angeles, CA · Adviser representative · Firm CRD 269866
- Banyan Tree Asset Management, LLC– · 6 yearsTorrance, CA · Adviser representative · Firm CRD 168384
- Amerivet Securities, Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 34786
- Glencrest Investment Advisors, Inc.– · 1 yearClaremont, CA · Adviser representative · Firm CRD 119565
- Morgan Stanley– · 1 yearGlendora, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Michael Sanchez is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 14 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 2017 |
| Series 31 | Futures Managed Funds Examination | 7 June 2005 |
| Series 4 | Registered Options Principal Examination | 14 November 1997 |
| Series 53 | Municipal Securities Principal Examination | 14 July 1997 |
| Series 27 | Financial and Operations Principal Examination | 20 June 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 1996 |
| Series 24 | General Securities Principal Examination | 24 January 1992 |
| Series 7 | General Securities Representative Examination | 18 January 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Anthony Sanchez
- CRD
- 1447606
- Firm
- Integrity Financial · CRD 137125
- Office
- 24955 PCH, Suite B202, Malibu, CA 90265
- Registration
- Investment adviser registration
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Sanchez work?
Michael Sanchez is an investment adviser representative registered through Integrity Financial Corporation since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sanchez a financial advisor?
Yes. Michael Sanchez has a current investment-adviser registration in California, through Integrity Financial since July 2025.
How many years of experience does Michael Sanchez have?
Michael Sanchez has 37 years in the financial industry, since September 1989, across 6 adviser firms.
What exams has Michael Sanchez passed?
Michael Sanchez has passed 8 licensing exams: the Series 7, Series 24, Series 65, Series 27, Series 53, Series 4, Series 31 and Series 63. The earliest, the Series 7, was passed in January 1986. FINRA credited Michael Sanchez with the SIE, which began in October 2018.
Where did Michael Sanchez work before Integrity Financial?
Before Integrity Financial, Michael Sanchez was registered through Lido, November 2019 to January 2024; Banyan Tree Asset Management, LLC, September 2013 to November 2019; Amerivet Securities, Inc., January 2012 to December 2013; Glencrest Investment Advisors, Inc., July 2007 to January 2009; Morgan Stanley, June 2005 to March 2007.
Where is Michael Sanchez based?
Michael Sanchez’s registered office is in Malibu, CA.
Is Michael Sanchez registered with FINRA?
No. Michael Sanchez has no current broker registration.
How can I verify Michael Sanchez’s record?
Search CRD 1447606 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sanchez’s full registration record.
Kristofer GrayPrincipal, Chief Compliance Officer- Sarah ArcherChief Investment Officer
- Deann CrossManaging Director
- Scott WilsonChief Finance Officer