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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Unemployed | Mukilteo | WA | 05/2011 | 09/2016 |
| Shari Jenkins | Lynnwood | WA | 09/2016 | 07/2021 |
| Waddell & Reed, Inc. | Lynnwood | WA | 09/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Mukilteo | WA | 11/2016 | 07/2021 |
| Greater Puget Sound Solutions (Dba) | Lynnwood | WA | 03/2017 | 07/2021 |
| Shari And Jim Jenkins Inc | Lynnwood | WA | 09/2016 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1.10/19/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greater Puget Sound Solutions; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/19/2021; Testamentary Trust - The Brian D Howe Family Trust FBO Parker L Howe and The Brian D Howe Family Trust FBO Bennett D Howe; Other; Investment Related; at Reported Business Location(s); Start Date ; 3hrs/mth; hrs during trading 3.05/10/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Great Practices Sound Solutions; Investment Related; at Reported Business Location(s); Start Date 02/28/2024; 30hrs/mth; 20hrs during trading 4.07/23/2026; Associates of Clifton Parks; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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