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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| WA | RA | APPROVED | 2025-05-27 |
Branch Locations
900 Sw 16Th Street, Ste. 105, Renton, WA 98057 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelgren Financial Serives | Renton | WA | 03/2000 | 05/2025 |
| Lincoln Investment Planning | Renton | WA | 01/2009 | 05/2025 |
| Lpl Financial Llc | Renton | WA | 05/2025 | Present |
1-05/27/2025/ Larkin Financial, LLC (formerly Larkin Financial Planning, LLC) / Business Entity For Tax/Investment Purposes Only / Inv Rltd / start 04/01/2015 / 5 Hrs/Mth - 0 Hrs During Trading. 2) 06/27/2025 - Larkin Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/28/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-24 |
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