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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lynnwood | WA | 01/1999 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Everett | WA | 08/1999 | 07/2021 |
| Everett Public Library | Everett | WA | 03/2013 | 10/2020 |
| Carla Forney | Everett | WA | 07/2013 | 07/2021 |
| Everett Community College | Everett | WA | 10/2012 | 07/2021 |
| Carla Forney & Laree Delaney | Everett | WA | 06/2015 | 07/2021 |
| Forney Financial Llc | Everett | WA | 03/2001 | 07/2021 |
| Carla Forney- Notary | Everett | WA | 08/2020 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1) 7/2021 - Real Estate Rental - Carla Forney & Laree Delaney - Investment Related - 1920 Edgewood Dr Lakeland, FL 33803; 6334 Beechnut Dr Lakeland, FL 33813 2) 7/2021 - Non-Variable Insurance - Associates of Clifton Park and or Crump - Investment Related - Lynwood, WA 3) 7/2021 - Notary - Carla Forney - Investment Related - Lynwood, WA 4) 7/2021 - DBA for LPL Business (entity for LPL business) - Forney Financial - Investment Related - Everett, WA 98213 5) 10/14/2022 - No Business Name - Investment Related - Arlington, WA 98223 - Real Estate Rental - Start Date: 09/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Rental House. 6) 10/14/2022 - No Business Name - Investment Related - Everett, WA 98203 - Real Estate Rental - Start Date: 09/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Rental House.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-08 |
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