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David B Jenkins

LPl Financial LLC

Tampa, FL

CRD 6963380

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-16
  • FL RA
    APPROVED
    Since 2023-06-16

Branch Locations

3410 Henderson Blvd. Suite 200, Tampa, FL 33609 • 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
Reeves Import Motorcars Tampa FL 03/2003 11/2016
Jaguar Of Tampa Tampa FL 11/2016 06/2018
First Command Financial Planning Inc Fort Worth TX 06/2018 09/2018
First Command Financial Planning Fort Worth TX 09/2018 05/2023
First Command Advisory Services Inc Fort Worth TX 09/2018 05/2023
First Command Insurance Services Inc Fort Worth TX 09/2018 05/2023
Lpl Financial Llc Tampa FL 05/2023 Present
Higher Standards Financial Planning Tampa FL 05/2023 Present
  • 03/2003 → 11/2016
    Reeves Import Motorcars
    Tampa, FL
  • 11/2016 → 06/2018
    Jaguar Of Tampa
    Tampa, FL
  • 06/2018 → 09/2018
    First Command Financial Planning Inc
    Fort Worth, TX
  • 09/2018 → 05/2023
    First Command Financial Planning
    Fort Worth, TX
  • 09/2018 → 05/2023
    First Command Advisory Services Inc
    Fort Worth, TX
  • 09/2018 → 05/2023
    First Command Insurance Services Inc
    Fort Worth, TX
  • 05/2023 → Present
    Tampa, FL
  • 05/2023 → Present
    Higher Standards Financial Planning
    Tampa, FL
Previous Registrations
Other Businesses

1) 05/19/2023 - J D INVESTMENTS OF TAMPA INC - Business Entity For Tax/Investment Purposes Only - co- owner - FL 33611 - 1 to 5 Hours per month - Non investment related - Start date: 11/06/2018. 2) 05/19/2023 - Higher Standards Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-15
  • S66 Uniform Combined State Law Examination
    2018-09-15
Other Names
  • David Benton Jenkins

View on SEC IAPD

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