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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| 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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lynnwood | WA | 06/1984 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bothell | WA | 01/2000 | 07/2021 |
| Shari & James Jenkins Inc | Bothell | WA | 01/2013 | 07/2021 |
| Real Estate | Bothell | WA | 09/2008 | 07/2021 |
| Greater Puget Sound Solutions (Dba) | Lynnwood | WA | 01/2017 | 07/2021 |
| Shari A Jenkins, Notary | Lynnwood | WA | 01/1999 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1) 01/20/2017 - DBA for LPL Business (entity for LPL business) / Greater Puget Sound Solutions / Investment Related / Lynnwood, WA 98036 2) 07/1997 - Business Entity For Tax/Investment Purposes Only / Shari and James Jenkins, Inc / 55Hrs/Mo 0Hrs/Mo During Trading / Bothell, WA 98021 3) 1999 - Other-Notary / Shari A Jenkins, Notary / Investment Related / 1% / Lynnwood, WA 98036 4) 07/1997 - Business Entity For Tax/Investment Purposes Only / Shari and James Jenkins, Inc / 0Hrs/Mo / Bothell, WA 98021 5) 02/28/2024 - Great Practices Sound Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/05/2024 - 160 Hours Per Month/ 90 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-13 |
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