Francisco J. Sanchez
Professional summary
Francisco Jose Sanchez, who also goes by Francisco Sanchez, is a registered financial advisor currently at KRILOGY located in Dallas, Texas.
Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Francisco has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Francisco Jose Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2023 - Present
KRILOGY
Office #1: 3500 Maple Avenue Suite 1160, Dallas, TX 75219December 14, 2017 - December 5, 2023
PHLOX CAPITAL MANAGEMENT, LLC
Primary Firm SEC Registration
KRILOGY
CRD#: 149046 / SEC#: 801-69838
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2023)
Current Firm
KRILOGY
CRD#: 149046 / SEC#: 801-69838
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,780 |
| AUM (Assets Under Management) | $ 4,954,332,013 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 02/27/2025 | ||
| 10/12/2023 | ||
| 01/03/2023 |
Red Flags
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Company Information
KRILOGY
CRD#: 149046Dallas, TX 75219TRUST BUT VERIFY
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