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Brian Sanchez

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CRD#: 6183434
BS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Sanchez was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2013. Brian had worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)3/022- Atlas Private Wealth Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Miami Beach, FL 2) 3/2022- Brian Sanchez- Non-Variable Insurance - Agent selling life, accident and health - inv. related- Miami Beach, FL- start dat 3/2022- 5hrs/mth 3) 04/07/2022 - Atlas Private Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/18/2022 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Atlas Private Wealth Advisors, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 24, 2024 - November 13, 2024

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

RIA
CRD#: 324549
DORAL, FL
Past

May 5, 2023 - June 4, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Aventura, FL
Past

May 5, 2023 - June 4, 2024

MORGAN STANLEY

BD
CRD#: 149777
Aventura, FL
Past

April 5, 2022 - January 3, 2023

ATLAS PRIVATE WEALTH ADVISORS

RIA
CRD#: 283744
Miami Beach, FL
Past

March 21, 2022 - May 10, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
MIAMI BEACH, FL
Past

July 30, 2018 - March 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MIAMI, FL
Past

July 23, 2018 - March 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MIAMI, FL
Past

August 11, 2017 - August 1, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CORAL GABLES, FL
Past

August 10, 2017 - August 1, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CORAL GABLES, FL
Past

August 26, 2014 - August 11, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
FT. LAUDERDALE, FL
Past

July 17, 2014 - August 11, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
FT. LAUDERDALE, FL
Past

May 29, 2013 - July 14, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/4/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/28/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DC
DIVERGENT CAPITAL ASSET MANAGEMENT LLC
DIVERGENT CAPITAL ASSET MANAGEMENT LLC

CRD#: 324549 / SEC#:

California
Registered Investment Advisory firm - (11/27/2023 Approved)
Colorado
Registered Investment Advisory firm - (5/31/2024 Approved)
Florida
Registered Investment Advisory firm - (9/12/2023 Approved)
Georgia
Registered Investment Advisory firm - (4/20/2023 Approved)
Louisiana
Registered Investment Advisory firm - (9/18/2023 Approved)
Texas
Registered Investment Advisory firm - (11/9/2023 Approved)
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Contact information

Main Address
3785 Nw 82nd Avenue Unit 304, Doral, FL 33166
Mailing Address
Phone number
(800) 834-6549
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 35,739,570

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

CRD#: 324549

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Contact information

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