Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-08
WA RA APPROVED 2025-09-08
  • TX RA
    APPROVED_RES
    Since 2025-09-08
  • WA RA
    APPROVED
    Since 2025-09-08

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

5350 Orchard St Ste 200, University Place, WA 98467 • United States

5350 Orchard Street West Suite 200, University Place, WA 98467 • 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 Olympia WA 05/2015 02/2018
Lincoln Investment Fort Washington PA 02/2018 09/2025
Capital Analysts University Place WA 02/2018 09/2025
Lpl Financial Llc University Place WA 09/2025 Present
Previous Registrations
  • 2018-02-16 → 2025-09-08
    University Place, WA
    Union, KY
    Marlton, NJ
  • 2018-02-16 → 2025-09-08
    University Place, WA
  • 2015-05-19 → 2018-02-09
    Olympia, WA
    Tacoma, WA
  • 2012-01-05 → 2015-05-13
    Seattle, WA
  • 2009-05-02 → 2012-01-03
    Chase Investment Services Corp.
    Sumner, WA
    Puyallup, WA
    Puyallup, WA
    Sumner, WA
    Puyallup, WA
    Puyallup, WA
    Sumner, WA
    Puyallup, WA
  • 2008-07-23 → 2009-05-02
    Wamu Investments, Inc.
    Bonney Lake, WA
    Olympia, WA
  • 2008-01-25 → 2008-08-05
    Shelgren Financial Group, Inc.
    Tacoma, WA
  • 2008-01-15 → 2008-07-25
    University Place, WA
Other Businesses

1. 07/2025 - Chambers Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/02/2025 2. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - University Place, WA 98466 - OBA Start Date: 06/01/2015

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-14
  • S66 Uniform Combined State Law Examination
    2008-01-14
Other Names
  • Kendra L. Turner
  • Kendra Leeann Turner
  • Kendra Leeann Riconosciuto
  • Kendra Riconosciuto

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor