Julie Marie Briar

Current Employers

Employment History

• 11/2011 → 11/2021
  Edward Jones
  Saint Louis, MO
• 01/2022 → Present
  Lpl Financial Llc
  Des Peres, MO
• 01/2022 → Present
  Cornerstone Wealth Management, Llc
  Des Peres, MO

Previous Registrations

• 2012-10-11 → 2021-12-03
  Edward Jones
  Maryland Heights, MO
  Fenton, MO
  St Louis, MO
• 1999-02-11 → 2011-01-19
  Edward Jones
  Fenton, MO
  Fenton, MO

Other Businesses

1) 01/14/2022 - Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 2) 01/14/2022 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 3) 1/20/2022 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01-12-2022 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management LLC, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% 5) 08/21/2023 - Be A Briar - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/21/2022 - 160 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-10-09
• S63 Uniform Securities Agent State Law Examination
  1994-03-14

Other Names

• Julie Marie Walter
• Julie Weik
• Julie Marie Weik