Carol Anne Zirkle

Current Employers

Employment History

• 01/1990 → Present
  Carol Zirkle Cpa Pllc
  Herndon & Fairfax, VA
• 01/2007 → Present
  My Accountant Llc
  Herndon & Fairfax, VA
• 06/2016 → 10/2016
  Lincoln Financial Advisors Corporation
  Fairfax, VA
• 05/2018 → Present
  Lpl Financial Llc
  Fairfax, VA
• 08/2017 → Present
  Integrated Wealth Concepts Llc
  Fairfax, VA

Other Businesses

1)05/23/2018 - Tax Prep/Accounting/CPA - My Accountant LLC - 35% - FAIRFAX STATION, VA 22039 2)05/23/2018 - DBA for LPL Business (entity for LPL business) - Integrated Financial Partners - 1% - FAIRFAX, VA 22033 3)05/23/2018 - Notary - CAROL ZIRKLE - 0% - FAIRFAX STATION, VA 22039 4)05/23/2018 - For-Profit Board Member - Pinnacle Consulting Services - 1% - FAIRFAX STATION, VA 22039 5)05/23/2018 - Act in a Fiduciary Capacity - ODSUA - 1% - ARLINGTON, VA 22204 6)05/23/2018 - Act in a Fiduciary Capacity - MRF Ventures dba MaidPro - 1% - LEESBURG, VA 20176 7)05/23/2018 - CPA Affiliate Program - Carol Zirkle CPA PLLC - 80% - FAIRFAX STATION, VA 22039 8)05/23/2018 - Tax Prep/Accounting/CPA - My Accountant LLC - 15% - FAIRFAX STATION, VA 22039 9)05/23/2018 - DBA for LPL Business (entity for LPL business) - Integrated Financial Partners - 5% - FAIRFAX, VA 22033. 10) 05/23/2018 - Carol Zirkle CPA PLLC - Investment Related - Home Based - Tax Prep/Accounting/CPA - Managing Member - Started 1/1/1990 - 120 Hours Per Month/7 Hours During Securities Trading - Time Spent 57% - Preparation of business and individual tax returns. 11) 10/9/2018 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 08/31/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 12) 10/9/2018 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 08/31/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 08/2017. I expect to spend approximately 10 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 firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-20