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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-04-18 |
Branch Locations
1000 Eleven South Suite 3D, Columbia, IL 62236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Columbia | IL | 04/2016 | Present |
| Cornerstone Wealth Management, Llc | Columbia | IL | 04/2016 | Present |
1)3/15/16-Triada Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 4/18/16- 100% 2) 4/29/2016: Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/18/2016 - 8 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - IAR. 3) 06/06/2016 * CORNERSTONE WEALTH MANAGEMENT, LLC * Registered Investment Advisor DBA * (Hybrid) Triada Advisors * inv rel * 1003 N Main St Columbia Il * start 04/18/2016 * time spent 100% 4) 02/27/2019 - Triada Tax Consultants - Not investment related - At reported business location(s) - Tax Prep/Accounting/CPA - start date:01/15/2019 - 1 hr/mo - 1 hour during trading. 5) 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 - 8 Hours Per Month/160 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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