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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-18 |
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