Best Investors
Account
Sign in
Best Investors
Account
Sign in
2212 Queen Anne Avenue North #931, Seattle, WA 98109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-02 |
| WA | RA | APPROVED | 2026-02-02 |
Branch Locations
2610 N. Pines Road, Spokane Valley, WA 99206 • United States
2212 Queen Anne Avenue North #931, Seattle, WA 98109 • United States
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 |
|---|---|---|---|---|
| Colmina, Llc | Spokane Valley | WA | 01/2026 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 10/2018 |
| Lpl Financial Llc | Spokane Valley | WA | 10/2018 | 01/2026 |
1. 10/22/2018 - INDEPENDENT WEALTH CONNECTIONS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 10/22/2018 - No Business Name/TBD - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2009 - 1 Hours Per Month During Securities Trading - Time Spent 1% - 1099 transferred from Donald F. Morgan on 1040 Sched. C to LLC for tax purposes. 3. 5/17/2019 - Greystone LLC - Investment Related - 2610 N Pines Rd, Spokane Valley, WA 99206 - Real Estate Rental - Start Date: 10/22/2018 - 3 Hours Per Month/0 Hours During Securities Trading - This is the LLC that owns the building we occupy and rent. 4. 08/18/2022 - iWealthConnect - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading 5. 12/23/2024- Other - Author- Not INV Related- Home based- Start date 09/01/2023- 10 Hours Per Month 6. 01/27/2025- iWealthTax- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 09/01/2023- 5 Hours Per Month 8. 01/28/2025- Independent Wealth Connections- INV Related- At Reported Business Location(s)- Start date 01/01/2019- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-23 |
Reach out to this advisor