Claire Elizabeth Shinholser

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-10
CA	RA	APPROVED	2021-04-22

TX RA
APPROVED

Since 2021-11-10
CA RA
APPROVED

Since 2021-04-22

Branch Locations

San Diego, CA • United States

12520 High Bluff Dr. Suite 120, San Diego, CA 92130 • 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
Voya Financial Partners, Inc.	Seneca	SC	01/2016	10/2017
Unemployed	San Diego	CA	10/2017	04/2018
Sunsational Swim School	San Diego	CA	04/2018	10/2018
Lpl Financial	San Diego	CA	10/2018	03/2021
Lpl Financial, Llc	San Diego	CA	04/2021	Present
Overland And Shanahan	San Diego	CA	06/2021	Present

01/2016 → 10/2017

Voya Financial Partners, Inc.

Seneca, SC
10/2017 → 04/2018

Unemployed

San Diego, CA
04/2018 → 10/2018

Sunsational Swim School

San Diego, CA
10/2018 → 03/2021

Lpl Financial

San Diego, CA
04/2021 → Present

Lpl Financial, Llc

San Diego, CA
06/2021 → Present

Overland And Shanahan

San Diego, CA

Previous Registrations

2021-06-14 → 2026-01-15

Overland And Shanahan

San Diego, CA
2018-10-04 → 2021-04-09

Lpl Financial Llc

San Diego, CA
2016-03-07 → 2017-10-12

Voya Financial Advisors, Inc.

Seneca, SC

Columbia, SC

Myrtle Beach, SC
2015-05-12 → 2015-12-23

Waddell & Reed

Columbia, SC

Greenville, SC

Other Businesses

1. 4/22/2021 - Overland & Shanahan Wealth Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2021 - Overland & Shanahan - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/17/2021 - 1 Hour Per Month During Securities Trading - I provide financial planning and consulting services through Overland & Shanahan, Inc., an independent investment advisor firm. I started this business activity in 06/2021 I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 1/13/2022 - The Producer's Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Agent - Started 01/12/2022 - 1 Hour Per Month During Securities Trading. 4. 04/11/2023 - High Bluff Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - independent insurance agent - Start Date - 04/03/2023 - 40 Hours Per Month/40 Hours During Securities Trading 5. 08/13/2024 - Real Estate Rental - Investment Related - San Diego, CA - Start Date 01/01/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-05-08

S66 Uniform Combined State Law Examination

2015-05-08

Designations

Other Names

Claire Elizabeth Walker

View on SEC IAPD