# SERGIO FERNANDEZ

SERGIO FERNANDEZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with VALMARK ADVISERS INC, BPM WEALTH ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BPM WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/325909) | 2023-06-30 | present | Yes |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2023-02-17 | present | Yes |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2016-11-29 | 2023-02-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-01-28 | 2016-12-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5069631)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5069631.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.