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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2015-07-06 |
Branch Locations
1451 High St Suite 215, Washington, MO 63090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Washington | MO | 07/2002 | Present |
| Cornerstone Wealth Management, Llc | Washington | MO | 06/2015 | Present |
1. 08/06/2015 - GENFINITY WEALTH MANAGEMENT - INV REL - 1451 HIGH STREET, SUITE 215, WASHINGTON, MO 63090 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/31/2015 - 160 HOURS PER MONTH, 7 DURING TRADING - GENFINITY WEALTH MANAGEMENT, LLC IS MY NEW DBA FOR LPL SECURITIES BUSINESS. I AM STILL AN RIA HYBRID 2. 10/26/2015 * CORNERSTONE WEALTH MANAGEMENT, LLC * CORNERSTONE WEALTH MANAGEMENT, LLC * Registered Investment Advisor DBA * (Hybrid) GenFinity Wealth Management, LLC * start 07/31/2015 * 6 hrs/mo during secs trd hrs. 3. 10/14/2021 - BUI USA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/13/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 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/7 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-20 |
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