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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
114 W 4Th Ave Ste 305, Ellensburg, WA 98926 • United States
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shari Jenkins | Lynnwood | WA | 07/2016 | 07/2021 |
| Waddell & Reed, Inc. | Lynnwood | WA | 08/2016 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Snohomish | WA | 06/2017 | 07/2021 |
| Greater Puget Sound Solutions (Dba) | Lynnwood | WA | 08/2017 | 07/2021 |
| Shari And James Jenkins Inc | Lynnwood | WA | 08/2017 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1. 05/23/2022 - Greater Puget Sound Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2017 - 1 Hour Per Month/ 1 Hour During Securities Trading. 2. 03/22/2024 - Great Practices Sound Solutions - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/29/2024 - 1 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
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