Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-04 |
| TX | RA | APPROVED_RES | 2019-01-25 |
Branch Locations
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Cooper City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pembroke Pines | FL | 11/2010 | Present |
| Independent Financial Partners | Miramar | FL | 06/2016 | 03/2019 |
| Cornerstone Wealth Management, Llc | Pembroke Pines | FL | 01/2019 | Present |
1. 5/13/2019 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity io 5/01/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 5/16/2019 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/15/2019 - 40 Hours Per Month/1 Hour During Securities Trading. 3. 06/13/2022 - Silva Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/02/2022 - 4 Hours Per Month/ 0 Hours 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 - 40 Hours Per Month/1 Hours During Securities Trading 5. 06/10/2026 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/27/2026 - 10 hours per month/ 3 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-20 |
Reach out to this advisor