Mark Lawrence Sherin

Current Employers

Employment History

• 04/2001 → 01/2025
  Lincoln Financial Advisors
  Westlake Village, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Westlake Village, CA

Previous Registrations

• 2001-05-22 → 2025-01-24
  Osaic Fa, Inc.
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

1)NAME AND ADDRESS: MARK SHERIN 31111 AGOURA RD WESTLAKE VILLAGE CA 91361 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, FIXED LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE, INCLUDING PREMIUM FINANCING. START DATE: 05/01/2001 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) INCLUSION MATTERS BY SHANE'S INSPIRATION POSITION: Chair of the corporate advisory board NATURE: They are a U.S.-based non-profit dedicated to creating play, dignity, and social equity for children with disabilities through inclusive playgrounds and education programs that unite children of all abilities worldwide. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 5213 Burbank Blvd Sherman Oaks CA 91411 DESCRIPTION: Act as a liaison between the non-profit's ceo, governing board, and other influential members of the community that have a connection to the organization, helping to leverage those relationships through introductions and access to the organization's emerging and ongoing needs. 3) FARM LEGACY ADVISORS POSITION: One of the lead advisors NATURE: This is a joint effort between Martin Johnson, Ed Rusnak, Zach Sherin and Mark Sherin that originated when we were with Lincoln. We filed an OBA at that time as well as a marketing name for approval, but it does not appear those approvals came over to Osaic. We have filed a DBA in California to lock up the name, but we are not planning to establish an unique entity. All revenue sharing is done on the respective applications. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2023 ADDRESS: 31111 Agoura Rd Ste 200, Westlake Village CA 91361, United States DESCRIPTION: Our duties are the same as in our individual practices. We engage in fee based planning, manage investments and sell insurance products. We jointly market together and informally share expenses.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-21