Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-13 |
Branch Locations
8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consult With Shea, P.C. | Portland | OR | 03/2024 | 02/2026 |
| Gravis Law, Pllc | Richland | WA | 06/2021 | 12/2022 |
| Walker Heye, Pllc | Richland | WA | 04/2005 | 05/2021 |
| Sabbitical / Voluntarily Unemployed | Portland | OR | 12/2022 | 03/2024 |
| Lpl Financial Llc | Kennewick | WA | 02/2026 | Present |
1) 1/23/26 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s). 2) 1/23/26- Park Trail, LLC - Real Estate Rental - co-owner/ member - Inv. Related- Richland, WA - start date 1/1/2006 - 1hrsmth - 0hrs during trading 3) 1/23/26 - Quilault Investments, LLC - Real Estate Rental - co-owner/ member - Inv. Related- Richland, WA - start date 1/1/2006 - 1hrsmth - 0hrs during trading 4) 1/20/26- Consult With Shea, P.C. - Business Entity For Tax/Investment Purposes Only - Inv. Related- Richland, WA - Start date 3/1/2024 - 1 hr/mth - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
Reach out to this advisor