• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
DANIEL SANCHEZ
CRD#: 7492240
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2933 WEST 7TH ST.
FORT WORTH, TX 76107
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2933 WEST 7TH ST.
FORT WORTH, TX 76107
Registration History
JulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOctIAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2022 - Present (2 years)
License(s)

State Registrations

B
Arizona 1/6/2023

B
Nebraska 5/23/2024

B
Arkansas 1/6/2023

B
New Jersey 1/6/2023

B
California 1/6/2023

B
New Mexico 1/6/2023

B
Colorado 1/6/2023

B
New York 1/6/2023

B
Connecticut 1/6/2023

B
North Carolina 1/6/2023

B
Florida 1/6/2023

B
Ohio 1/9/2023

B
Georgia 2/16/2023

B
Oklahoma 1/6/2023

B
Hawaii 5/23/2024

B
Pennsylvania 1/6/2023

B
Illinois 1/6/2023

B
South Carolina 5/23/2024

B
Indiana 1/6/2023

B
South Dakota 1/6/2024

B
Louisiana 1/6/2023

B
Tennessee 5/23/2024

B
Maryland 1/6/2023

B
Texas 9/30/2022

B
Massachusetts 1/6/2023

IA
Texas 6/27/2023

B
Michigan 1/6/2023

B
Virginia 1/6/2023

B
Minnesota 1/6/2023

B
Washington 1/6/2023

B
Missouri 1/6/2023

B
Wisconsin 1/6/2023

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
2933 WEST 7TH ST., FORT WORTH, TX 76107
Registered with this firm since 6/27/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2933 WEST 7TH ST., FORT WORTH, TX 76107
RIVER OAKS, TX
Registered with this firm since 5/25/2022

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
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.