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Jeffrey Alan Sandene

LPl Financial LLC

Addison, TX

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-05-17
TX RA APPROVED 2005-08-01
  • MN RA
    APPROVED
    Since 2021-05-17
  • TX RA
    APPROVED
    Since 2005-08-01

Branch Locations

15851 Dallas Pkwy, Ste 400, Addison, TX 75001 • 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 Addison TX 08/2005 Present
Previous Registrations
Other Businesses

(1) 08/23/2005 * NO BUSINESS NAME * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) (2) 08/23/2005 * Sandene Startegies, LLC. * DBA for LPL Business (entity for LPL business) * Sandene Startegies, LLC. * INV REL * AT REPORTED BUSINESS LOCATION(S) (3) 02/08/2018 - Sandene - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2005 - 50 Hours Per Month/30 Hours During Securities Trading. (4) 6/29/2020 - Business Pros - Not Investment Related - 500 North Central Expressway, Suite 500, Plano TX 75074 - Rep Business - Facilitator - Start Date: 7/1/2020 - 4 Hours Per Month/2 Hours During Securities Trading - Lead each meeting. (5) 12/23/2024- BIZ OWNERS ONLY, LLC- Other - For Profit Limited Liability Company (LLC)-Not INV Related- Home based- 08/01/2023- 4 Hours Per Month-

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-26
S63 Uniform Securities Agent State Law Examination 1996-04-04
  • S65 Uniform Investment Adviser Law Examination
    1998-08-26
  • S63 Uniform Securities Agent State Law Examination
    1996-04-04
Designations
Other Names
  • Jeffrey A Sandene

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