Melinda Frost Davis

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2026-03-23

ME RA
APPROVED

Since 2026-03-23

Branch Locations

49 Farm View Dr Ste 302, New Gloucester, ME 04260 • United States

Mt Pleasant, SC • United States

Cornerstone Wealth Planning

49 Farm View Dr. Suite 302, New Gloucester, ME 04260 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2021-01-05
ME	RA	APPROVED	2020-01-17

SC RA
APPROVED

Since 2021-01-05
ME RA
APPROVED

Since 2020-01-17

Branch Locations

49 Farm View Dr. Suite 302, New Gloucester, ME 04260 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Auburn	ME	08/2008	Present
Cornerstone Wealth Planning	Auburn	ME	11/2019	Present

08/2008 → Present

Lpl Financial, Llc

Auburn, ME
11/2019 → Present

Cornerstone Wealth Planning

Auburn, ME

Previous Registrations

2002-06-26 → 2008-08-28

Cetera Investment Services Llc

Auburn, ME

Other Businesses

1. 08/28/2008 - CORNERSTONE WEALTH PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/1/2020 - Cornerstone Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/17/2020 - 165 Hours Per Month/133 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Planning, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 165 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. 3) 02/06/2025 - MINDY DAVIS - Investment Related - Real Estate Rental - Home Based - Start Date:01/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-05-11
S65	Uniform Investment Adviser Law Examination	1999-06-30

S63 Uniform Securities Agent State Law Examination

2000-05-11
S65 Uniform Investment Adviser Law Examination

1999-06-30

Designations

Other Names

Melinda F Davis
Melinda Jane Frost
Mindy Davis

View on SEC IAPD