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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-05-10 |
Branch Locations
4130 S Fairview Avenue Suite 104, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Springfield | MO | 04/2016 | Present |
| Cornerstone Wealth Management, Llc Dba Dixon Incorporated | Springfield | MO | 05/2016 | Present |
1. 04/05/2016 - Dixon Incorporated/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 90%/ Cedar Rapids, IA 2. 05/10/2016 * Cornerstone Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Wealth Management * inv rel * at reported business location(s) * IAR * start 4/1/16 * time spent 10% 3. 5/11/2021 - F3 Displays LLC - Not Investment Related - Other-Reps Business - Start Date: 2/1/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Manufacture and sell a sports display product to retail customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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