Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-07-21
  • WA RA
    APPROVED
    Since 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

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
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
  • 05/2011 → 09/2016
    Unemployed
    Mukilteo, WA
  • 09/2016 → 07/2021
    Shari Jenkins
    Lynnwood, WA
  • 09/2016 → 07/2021
    Waddell & Reed, Inc.
    Lynnwood, WA
  • 11/2016 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Mukilteo, WA
  • 03/2017 → 07/2021
    Greater Puget Sound Solutions (Dba)
    Lynnwood, WA
  • 09/2016 → 07/2021
    Shari And Jim Jenkins Inc
    Lynnwood, WA
  • 07/2021 → Present
    Lynnwood, WA
Previous Registrations
  • 2016-12-12 → 2021-07-21
    Waddell & Reed
    Seattle, WA
    Lynnwood, WA
    Lynnwood, WA
  • 2008-03-31 → 2011-06-09
    Seattle, WA
    Bellevue, WA
    Weehawken, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-12
  • S66 Uniform Combined State Law Examination
    2016-12-12
Other Names
  • Andrea Marie Howe
  • Andrea Moran

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lynnwood, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor