Best Investors
Account
Sign in
Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-08-10 |
| TX | RA | APPROVED | 2015-08-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Dyersburg | TN | 07/2015 | Present |
| Cornerstone Wealth Management, Llc | Dyersburg | TN | 07/2015 | Present |
1. 07/08/2015 - EAGLE INVESTMENT ENTERPRISES - INV REL - 517 LAKE RD - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 7/8/2015 - FEES AND COMISSIONS PAID BY LPL COLLECTED FROM MY CLIENTS. 2. 07/08/2015 - CORNERSTONE WEALTH MANAGEMENT - INV REL - 230 ADD OSBURN ROAD, TROY, TN 38280 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 160 HOURS PER MONTH, 8 DURING TRADING 3. 09/23/2015 - Cornerstone Wealth management - Registered Investment Advisor Hybrid - (Hybrid) Cornerstone Wealth Management - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 1% 4. 03/12/2019 - Miracle Ear - Investment related - 575 Mall Blvd. Ste L1, Dyersburg TN 38024 - Real Estate Rental - start date:04/01/2019 - 0 hrs/mo - 0 hrs during trading. 5. 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/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
Reach out to this advisor