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Sarah Elizabeth Hinman

LPl Financial LLC

Salt Lake City, UT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-11
UT RA APPROVED 2024-08-22
  • TX RA
    APPROVED
    Since 2024-10-11
  • UT RA
    APPROVED
    Since 2024-08-22

Branch Locations

One South Main Street, Salt Lake City, UT 84133 • 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
Trinity Financial Advisors Llc Chicago IL 06/2014 10/2016
Embellish Boutique Chicago IL 06/2014 12/2020
Trinity Financial Advisors, Llc Chicago IL 10/2016 11/2017
Fiducient Advisors Llc Chicago IL 11/2017 08/2024
Lpl Financial Salt Lake City UT 08/2024 Present
Zions Bank Salt Lake City UT 08/2024 Present
  • 06/2014 → 10/2016
    Trinity Financial Advisors Llc
    Chicago, IL
  • 06/2014 → 12/2020
    Embellish Boutique
    Chicago, IL
  • 10/2016 → 11/2017
    Trinity Financial Advisors, Llc
    Chicago, IL
  • 11/2017 → 08/2024
    Fiducient Advisors Llc
    Chicago, IL
  • 08/2024 → Present
    Lpl Financial
    Salt Lake City, UT
  • 08/2024 → Present
    Zions Bank
    Salt Lake City, UT
Previous Registrations
  • 2018-06-15 → 2024-08-14
    Fiducient Advisors Llc
    Chicago, IL
    Salt Lake City, UT
  • 2015-07-08 → 2018-01-29
    Trinity Financial Advisors Llc
    Chicago, IL
Other Businesses

1) 08/2024 - Zion Wealth Advisors / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 11/07/2024 - NB|AZ Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/16/2024 - 10 Hours Per Month/ During Trading 3) 11/07/2024 - NSB Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/16/2024 - 10 Hours Per Month/ During Trading 4) 11/07/2024 - Vectra Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/16/2024 - 10 Hours Per Month/ During Trading 5) 11/07/2024 - CB&T Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/16/2024 - 10 Hours Per Month/ During Trading 6) 11/07/2024 - Amegy Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/16/2024 - 10 Hours Per Month/ During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-08
  • S65 Uniform Investment Adviser Law Examination
    2015-07-08
Designations
Other Names
  • Sarah Hinman

View on SEC IAPD

Other Firms

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LEP MANAGEMENT LLC
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RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
TANNER INSURANCE & ADVISORY, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

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