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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-06 |
| MO | RA | APPROVED | 2012-08-27 |
Branch Locations
7417 Mexico Road Suite, St. Peters, MO 63376 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | St Peters | MO | 05/2010 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 08/2012 | Present |
1. 05/14/2010:TAX PREP/ACCOUNTING/BOOKKEEPING - TAX PREP- INDIVIDUALS ONLY. - 1% OF TIME. 2. 05/14/2010: DBA ONLY - CORNERSTONE WEALTH MANAGEMENT, LLC - ST. PETERS, MO. 3. 11/9/2012: REGISTERED INVESTMENT ADVISOR - CORNERSTONE WEALTH MANAGEMENT, LLC - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - TIME SPENT 50% - ST. PETERS, MO. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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