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Detailed Report
LEVI G SANCHEZ
LEVI GARRETT SANCHEZ
CRD#: 6342619
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Investment Adviser
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Previous Broker
MILLENNIAL WEALTHCRD#: 289970 FALL CITY, WA
Registration History
2014201520162017201820192020202120222023202420252026IAMILLENNIAL WEALTH (CRD# 289970)2017 - Present (7 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2014 - 2017 (2 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2015 - 2017 (2 years)
License(s)

State Registrations

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Texas 3/14/2022
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Washington 12/13/2017
Current Registration(s)
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MILLENNIAL WEALTH (CRD#:289970)
FALL CITY, WA
Registered with this firm since 12/13/2017
Previous Registration(s)
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 01/28/2015 - 05/08/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SEATTLE, WA
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 12/03/2014 - 05/08/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SEATTLE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.