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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-09 |
| MO | RA | APPROVED | 2022-11-08 |
Branch Locations
10805 Sunset Office Dr Ste L106, Saint Louis, MO 63127 • United States
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 |
|---|---|---|---|---|
| Schowalter & Jabouri, P.C. | St. Louis | MO | 11/2010 | 06/2017 |
| 1St Global Advisors, Inc. | St. Louis | MO | 11/2010 | 10/2019 |
| 1St Global Capital Corp. | St. Louis | MO | 11/2010 | 10/2019 |
| Strategic Wealth Advisors | St. Louis | MO | 06/2017 | 10/2022 |
| Avantax Insurance Services | Saint Louis | MO | 11/2010 | 10/2022 |
| Avantax Investment Services, Inc. | St. Louis | MO | 10/2019 | 10/2022 |
| Avantax Advisory Services | St. Louis | MO | 10/2019 | 10/2022 |
| Lpl Financial Llc | St Louis | MO | 11/2022 | Present |
1)10/19/2022 - CORNERSTONE WEALTH SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/19/2022 - Mcvestments - Non-Variable Insurance Trails Only - Inv Rel - At Reported Business Location(s) - Start: 10/2022 - 1 Hr/Mth 3)10/19/2022 - McvESTMENTS, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 06/2017 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 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 80%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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