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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-04-29
  • IL RA
    APPROVED
    Since 2019-04-29

Branch Locations

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

1000 Eleven South Suite 3D, Columbia, IL 62236 • 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
Bkd, Llp St. Louis MO 08/2008 11/2017
Cushman & Wakefield Inc St. Louis MO 11/2017 03/2018
Mastercard Inc O'FAllon MO 03/2018 04/2019
Lpl Financial, Llc Columbia IL 03/2019 Present
Cornerstone Wealth Management, Llc (Dba: Triada Advisors) Columbia IL 04/2019 Present
  • 08/2008 → 11/2017
    Bkd, Llp
    St. Louis, MO
  • 11/2017 → 03/2018
    Cushman & Wakefield Inc
    St. Louis, MO
  • 03/2018 → 04/2019
    Mastercard Inc
    O'FAllon, MO
  • 03/2019 → Present
    Lpl Financial, Llc
    Columbia, IL
  • 04/2019 → Present
    Cornerstone Wealth Management, Llc (Dba: Triada Advisors)
    Columbia, IL
Other Businesses

1. 3/12/2019 - TRIADA ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 5/7/2019 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 5/7/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 3. 5/7/2019 - Cornerstone Wealth Management - DBA: (Hybrid) Triada Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 5/7/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 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 - 100 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-18
  • S66 Uniform Combined State Law Examination
    2019-04-18
Other Names
  • Aaron Drew Thompson
  • Aaron Thompson

View on SEC IAPD

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