Shari Merle

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Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-09-21
CA	RA	APPROVED	2001-07-05

TX RA
APPROVED_RES

Since 2021-09-21
CA RA
APPROVED

Since 2001-07-05

Branch Locations

981 Governor Dr, Ste 101, El Dorado Hills, CA 95762 • 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

Organization	City	State	From	To
Linsco/Private Ledger	El Dorado Hills	CA	06/2001	Present

06/2001 → Present

Linsco/Private Ledger

El Dorado Hills, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-06-04

S63 Uniform Securities Agent State Law Examination

1999-06-04

Other Names

Shari Kling

View on SEC IAPD

Other Firms

ARROWROOT FAMILY OFFICE, LLC

LIFEWORKS ADVISORS, LLC

ROSSI FINANCIAL GROUP

BRIDGEVIEW CAPITAL ADVISORS, INC.

GOLDENSTONE WEALTH MANAGEMENT

THRIVE FINANCIAL PLANNING

BELLWETHER CAPITAL MANAGEMENT LLC

LARSEN WEALTH MANAGEMENT

Other Investors

MICHAEL MURRAY KNITTEL

Eric Christopher Restrepo

PAUL RICHARD ROSSI

DAVID NOBLE WALDROP

Ashley Caitlin Hamman

SANJAY BALMUKAND VARSHNEY

ANDRES RENE VILLEGAS

SCOTT MICHAEL DRAPER

Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA

LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA

ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA

GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA

THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA

BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA

LPL FINANCIAL LLC · EL DORADO HILLS, CA

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