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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-02 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kennewick | WA | 05/2002 | 04/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Kennewick | WA | 07/2002 | 04/2020 |
| Columbia Industries | Kennewick | WA | 06/2019 | Present |
| Lpl Financial Llc | Kennewick | WA | 05/2020 | Present |
| Cornerstone Wealth Strategies, Inc. | Kennewick | WA | 05/2020 | 06/2024 |
1. 5/4/2020 - Cornerstone Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/7/2020 - Cornerstone Wealth Strategies, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/4/2020 - 35 Hours per Month - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Strategies, Inc., an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 35 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-27 |
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