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Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-02-04
TX RA APPROVED_RES 2019-01-25
  • FL RA
    APPROVED
    Since 2019-02-04
  • TX RA
    APPROVED_RES
    Since 2019-01-25

Branch Locations

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Cooper City, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-29
S63 Uniform Securities Agent State Law Examination 2001-07-20
  • S66 Uniform Combined State Law Examination
    2008-08-29
  • S63 Uniform Securities Agent State Law Examination
    2001-07-20

View on SEC IAPD

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