DS
David Sanchez
PACIFIC SELECT DISTRIBUTORS
Omaha, NE 68106
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CRD#: 7468461
DS
Professional summary
David Sanchez is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Omaha, Nebraska.
David is registered as a RR (Registered Representative) and started their career in finance in 2022. David has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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) 8/2022-ThriveLife 360- DBA for LPL Business (entity for LPL business)- inv. related- Orlando, FL 2) 08/24/2022 - IHT Wealth Management, LLC - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 8/8/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide administrative support to IHT Wealth Management, LLC , an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 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. 3) 08/24/2022 - IHT Wealth Management - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 8/8/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide administrative support to IHT Wealth Management, LLC , an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 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. 4) 09/06/2023 - NexAnnuity - Non-Variable Insurance - Wealth Manager - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 1 Hour Per Month/ During Trading
CRS (Client Relationship Summary) - BD
Click below to view David Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 15, 2025 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 6750 Mercy Road, Omaha, NE 68106BD
CRD#: 4452
Omaha, NE
Past
April 27, 2023 - August 11, 2025
IHT WEALTH MANAGEMENT LLC
RIA
CRD#: 171481
CHICAGO, IL
Past
August 23, 2022 - May 8, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
ORLANDO, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/15/2025)
RR
Nebraska(5/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PACIFIC SELECT DISTRIBUTORS, LLC
PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.
CRD#: 4452 / SEC#: , 8-15264
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Mailing Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Phone number
(949) 219-6579
Established
Delaware since 01/01/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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Company Information
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452Omaha, NE 68106TRUST BUT VERIFY
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