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Geoffrey Charles Sadek

LPl Financial LLC

Grand Rapids, MI

Ada, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-04-11
MI RA APPROVED 2014-12-19
  • TX RA
    APPROVED_RES
    Since 2017-04-11
  • MI RA
    APPROVED
    Since 2014-12-19

Branch Locations

3280 Beltline Ct Ne, Suite 400, Grand Rapids, MI 49525 • United States

Ada, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Ada MI 12/2014 Present
Previous Registrations
Other Businesses

1. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/15/2017 - 10 Hours Per Month During Securities Trading. 2. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/15/2017 - 40 Hours Per Month During Securities Trading - Life, annuity, long-term care, and disability. 3. 2/19/2019 - Growtrust Partners - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/13/2019 - 180 Hours Per Month/120 Hours During Securities Trading. 4. 11/13/2023 - Io Property Holdings / Sadek Enterprises - Investment Related - Grand Rapids, MI 49525 - Real Estate Rental - Start Date: 09/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Commercial real estate property renting space to several tenants. 5. 12/17/2021 - No Business Name - Not Investment Related - Home Based - Other-Reps Business - Start Date: 02/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading - Independent Contractor/Consultant. 6. 03/30/2026 - Sadek Rights Management LLC - Author - Not Investment Related - Ada, MI - Start Date 03/26/2026 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-15
  • S66 Uniform Combined State Law Examination
    2013-07-15

View on SEC IAPD

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