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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-01-06 |
Branch Locations
13358 Manchester Rd Suite 200, Des Peres, MO 63131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Peters | MO | 08/2015 | Present |
| Cornerstone Wealth Management | St. Peters | MO | 08/2015 | Present |
1. 08/17/2015 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ST. PETERS, MO 2. 02/01/2016 * Cornerstone Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/30/15 * TIME SPENT 100%. 3. 12/7/2020 - Boehle Investments LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/24/2015 - 0 Hours Per Month. 4. 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023 - 160 Hours Per month/40 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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