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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lynnwood | WA | 11/2000 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bothell | WA | 05/2001 | 07/2021 |
| Letip International-Bothell-Monroe Chapter | Bothell | WA | 10/2005 | 10/2020 |
| Shari Jenkins | Lynnwood | WA | 01/2010 | 07/2021 |
| Shari & James Jenkins | Lynnwood | WA | 02/2013 | 07/2021 |
| Real Estate | Bothell | WA | 09/2008 | 07/2021 |
| Greater Puget Sound Solutions (Dba) | Lynnwood | WA | 01/2017 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1. 05/2001-Present, Various insurance carriers for W&R insurance agencies, Bothell, WA, Insurance sales, Invest-related, Insurance Agent; 2. 09/2008-Present, Real Estate, Bothell, WA, Rental home, Not invest-related, Owner/Landlord, 4 hrs/mo, 0 hrs during sec trading; 02/2013-Present, Shari & James Jenkins Inc, Lynnwood, WA, S-Corp, Not invest-related, VP, 180 hrs/mo, 130 hrs during sec trading; 3. 01/2017-Present, Greater Puget Sound Solutions (DBA), Lynnwood, WA, Retirement and investment planning service, Invest-related, Vice President, 200 hrs/mo, 130 hrs during sec trading. 4. 03/22/2024 - Great Practices Sound Solutions - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/29/2024 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-13 |
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