Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-26 |
| WA | RA | APPROVED | 2025-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Pullman | WA | 07/2008 | 02/2017 |
| Waddell & Reed Inc | Pullman | WA | 07/2008 | 02/2017 |
| Interstate Aviation | Pullman | WA | 02/2017 | 07/2018 |
| Petersen Hastings | Kennewick | WA | 08/2018 | 05/2023 |
| Us Bank | Kennewick | WA | 06/2023 | 12/2024 |
| Lpl Financial | Pullman | WA | 12/2024 | Present |
1 - 01/07/2025 - Values & Vision Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:01/07/2025 - 160 Hours/Month - 8 Hours During Trading 2 - 08/13/2025 - Values & Vision Cornerstone Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date 08/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3 - 01/13/2026 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-02 |
Reach out to this advisor