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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-02 |
| WA | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| U.S. Army | Fort Knox | KY | 12/2003 | 10/2021 |
| Lpl Financial, Llc | Kennewick | WA | 01/2016 | Present |
| Financial Advocates Investment Management | Kennewick | WA | 04/2016 | 12/2018 |
| Cornerstone Wealth Strategies, Inc. | Kennewick | WA | 10/2018 | Present |
1. 4/26/2016 - Cornerstone Wealth Strategies - DBA: (HYBRID) Cornerstone Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - START 01/06/2016 - TIME SPENT 80% IAR- DBA for RIA. 2. 7/5/2018 - Cornerstone Wealth Strategies, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:06/30/2018 - 60 Hours Per Month/6 Hours During Trading. 3. 12/07/2021 - Benton Franklin Legal Aid - Not Investment Related - 5219 W Clearwater Ave #5A, Kennewick, WA 99336 or At Reported Business Location(s) - Other-Law - Volunteer Legal Aid Attorney - Start Date: 10/21/2021 - 10 Hours Per Month/8 Hours During Securities Trading - I will be volunteering to provide free legal consulting services through our local county legal aid (nonprofit). 4. 12/1/2023: No Business Name ; Richland, WA; Other - Freelance Writer/ Content Creator; Writer, contributor; start date; 02/13/2023; 1hr/mo.; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-23 |
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