Michael Bina

ALTRUIST FINANCIAL LLC

Dallas, TX 75201

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CRD#: 5635710

Professional summary

Michael Bina, who also goes by Michael Thomas Bina, Michael Bina, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 5 firms and has passed the Series 63, Series 66, Series 99TO, Series 52TO, Series 57TO, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael Thomas Bina | Michael Bina

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Bina's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 17, 2025 - Present

ALTRUIST FINANCIAL LLC

Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201

CRD#: 299274

Dallas, TX

Past

December 4, 2020 - July 17, 2025

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

December 20, 2017 - November 13, 2020

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

June 21, 2011 - November 13, 2020

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

April 8, 2009 - May 26, 2009

EDWARD JONES

RIA

CRD#: 250

OCEANSIDE, CA

Past

March 17, 2009 - May 26, 2009

EDWARD JONES

CRD#: 250

OCEANSIDE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(7/17/2025)

Alaska
(7/17/2025)

Arizona
(7/17/2025)

Arkansas
(7/17/2025)

California
(7/17/2025)

Colorado
(7/17/2025)

Connecticut
(7/17/2025)

Delaware
(7/17/2025)

District of Columbia
(7/17/2025)

Florida
(7/17/2025)

Georgia
(7/17/2025)

Hawaii
(7/17/2025)

Idaho
(7/17/2025)

Illinois
(7/17/2025)

Indiana
(7/17/2025)

Iowa
(7/17/2025)

Kansas
(7/17/2025)

Kentucky
(7/17/2025)

Louisiana
(7/17/2025)

Maine
(7/17/2025)

Maryland
(7/17/2025)

Massachusetts
(7/17/2025)

Michigan
(7/17/2025)

Minnesota
(7/17/2025)

Mississippi
(7/17/2025)

Missouri
(7/17/2025)

Montana
(7/17/2025)

Nebraska
(7/17/2025)

Nevada
(7/17/2025)

New Hampshire
(7/17/2025)

New Jersey
(7/17/2025)

New Mexico
(7/17/2025)

New York
(7/17/2025)

North Carolina
(7/18/2025)

North Dakota
(7/17/2025)

Ohio
(7/21/2025)

Oklahoma
(7/17/2025)

Oregon
(7/17/2025)

Pennsylvania
(7/17/2025)

Puerto Rico
(7/17/2025)

Rhode Island
(7/17/2025)

South Carolina
(7/17/2025)

South Dakota
(7/17/2025)

Tennessee
(7/17/2025)

Texas
(7/17/2025)

Utah
(7/17/2025)

Vermont
(7/17/2025)

Virgin Islands
(7/17/2025)

Virginia
(7/17/2025)

Washington
(7/17/2025)

West Virginia
(7/17/2025)

Wisconsin
(7/17/2025)

Wyoming
(7/17/2025)

Exams

State Security Law Exam

Series 63

Date: 7/5/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 10/23/2025

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 10/22/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 57TO

Date: 6/27/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 6/14/2013

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/25/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALTRUIST FINANCIAL LLC

ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

3030 S La Cienega Blvd, Culver City, CA 90232

Mailing Address

3030 S La Cienega Blvd, Culver City, CA 90232

Phone number

(888) 510-4660

Established

Delaware since 10/08/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ALTRUIST CORP	MEMBER
BAHADORI, MAZI [NMN]	CEO AND CCO	5749453
GERINGER, JASON	FINOP	5781274
JUNKER, DAVID J	SENIOR DIRECTOR OF CLEARING OPERATIONS (POO)	6073985
MENNOW, ROBERT ALLISON	HEAD OF ADVISOR OPERATIONS	3070390
WARNER, WESLEY DEE	SENIOR DIRECTOR OF ADVISOR OPERATIONS	5584384

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael Bina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Bina's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 7/5/2011

Series 66

Date: 3/27/2009

Series 99TO

Date: 10/23/2025

Series 52TO

Date: 10/22/2025

Series 57TO

Date: 6/27/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2011

Series 4

Date: 6/14/2013

Series 24

Date: 1/25/2013

FINRA

Current Firm

ALTRUIST FINANCIAL LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ALTRUIST FINANCIAL LLC

TRUST BUT VERIFY

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