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Donald Howard Schindler

LPl Financial LLC

Edmonds, WA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-25
  • WA RA
    APPROVED
    Since 2025-03-25

Branch Locations

144 Railroad Ave Ste 301, Edmonds, WA 98020 • 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
Lpl Financial Llc, Linsco/Private Ledger Edmonds WA 02/2005 Present
Financial Advocates Investment Management Edmonds WA 01/2014 03/2025
  • 02/2005 → Present
    Lpl Financial Llc, Linsco/Private Ledger
    Edmonds, WA
  • 01/2014 → 03/2025
    Financial Advocates Investment Management
    Edmonds, WA
Previous Registrations
  • 2014-02-04 → 2025-04-28
    Financial Advocates Investment Management
    Olympia, WA
    Edmonds, WA
    Edmonds, WA
  • 1999-08-20 → 2005-04-17
    Pinnacle Financial Group Llc.
    Seattle, WA
Other Businesses

(1) 02/06/2014 - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - REGISTERED INVESTMENT ADVISOR DBA - HYBRID-PINNACLE FINANCIAL GROUP- PROVIDE FINANCIAL PLANNING, CONSULTING, INVESTMENT ADVICE AND/OR ASSET MANAGEMENT SERVICES AND CHARGE A FEE THAT IS EITHER FLAT, HOURLY OR BASED ON AUM - 50% TIME SPENT - SEATTLE, WA (3) 7/30/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 7/19/2021 - 5 Hours Per Month/0 Hours During Securities Trading. (2) 7/30/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 7/19/2021 - 5 Hours Per Month/0 Hours During Securities Trading. (3) 2/3/2023 - Financial Advocates Investment Management - DBA: Olympic Investment Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/24/2023 - 120 Hours Per Month/40 Hours During Securities Trading (4) 12/05/2023 - Pinnacle Financial Group - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 11/7/2023 - 10 Hrs/Mo; 0 During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1995-07-28
  • S66 Uniform Combined State Law Examination
    1995-07-28
Designations
Other Names
  • Don Schindler
  • Donald Howard Schindler
  • Don Howard Schindler

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