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Michael Bina

ALTRUIST FINANCIAL LLC
Prosper, TX
Some features on this profile are disabled
CRD#: 5635710
MB

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 Prosper, 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"?
No

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

BD
CRD#: 299274
Prosper, TX
Past

December 4, 2020 - July 17, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

December 20, 2017 - November 13, 2020

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

June 21, 2011 - November 13, 2020

TD AMERITRADE, INC.

BD
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

BD
CRD#: 250
OCEANSIDE, CA

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
Alabama
(7/17/2025)
RR
Alaska
(7/17/2025)
RR
Arizona
(7/17/2025)
RR
Arkansas
(7/17/2025)
RR
California
(7/17/2025)
RR
Colorado
(7/17/2025)
RR
Connecticut
(7/17/2025)
RR
Delaware
(7/17/2025)
RR
District of Columbia
(7/17/2025)
RR
Florida
(7/17/2025)
RR
Georgia
(7/17/2025)
RR
Hawaii
(7/17/2025)
RR
Idaho
(7/17/2025)
RR
Illinois
(7/17/2025)
RR
Indiana
(7/17/2025)
RR
Iowa
(7/17/2025)
RR
Kansas
(7/17/2025)
RR
Kentucky
(7/17/2025)
RR
Louisiana
(7/17/2025)
RR
Maine
(7/17/2025)
RR
Maryland
(7/17/2025)
RR
Massachusetts
(7/17/2025)
RR
Michigan
(7/17/2025)
RR
Minnesota
(7/17/2025)
RR
Mississippi
(7/17/2025)
RR
Missouri
(7/17/2025)
RR
Montana
(7/17/2025)
RR
Nebraska
(7/17/2025)
RR
Nevada
(7/17/2025)
RR
New Hampshire
(7/17/2025)
RR
New Jersey
(7/17/2025)
RR
New Mexico
(7/17/2025)
RR
New York
(7/17/2025)
RR
North Carolina
(7/18/2025)
RR
North Dakota
(7/17/2025)
RR
Ohio
(7/21/2025)
RR
Oklahoma
(7/17/2025)
RR
Oregon
(7/17/2025)
RR
Pennsylvania
(7/17/2025)
RR
Puerto Rico
(7/17/2025)
RR
Rhode Island
(7/17/2025)
RR
South Carolina
(7/17/2025)
RR
South Dakota
(7/17/2025)
RR
Tennessee
(7/17/2025)
RR
Texas
(7/17/2025)
RR
Utah
(7/17/2025)
RR
Vermont
(7/17/2025)
RR
Virgin Islands
(7/17/2025)
RR
Virginia
(7/17/2025)
RR
Washington
(7/17/2025)
RR
West Virginia
(7/17/2025)
RR
Wisconsin
(7/17/2025)
RR
Wyoming
(7/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/5/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/23/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 10/22/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 6/27/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 6/14/2013
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/25/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

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

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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.

Company Information

ALTRUIST FINANCIAL LLC

CRD#: 299274Prosper, TX

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