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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2015-05-07
  • MO RA
    APPROVED
    Since 2015-05-07

Branch Locations

St. Louis, MO • 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
Lpl Financial, Llc Des Peres MO 05/2015 Present
Cornerstone Wealth Management, Llc Des Peres MO 05/2015 Present
Previous Registrations
Other Businesses

(1) 05/01/2015: CORNERSTONE WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 05/05/2015: CORNERSTONE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE WEALTH MANAGEMENT - 160 HR/MO - INVESTMENT ADVISER REPRESENTATIVE (3) 11/23/2020 - Eller Wealth Strategies - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 11/11/2020 - 0 Hours Per Month. (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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-22
S63 Uniform Securities Agent State Law Examination 1997-11-14
  • S66 Uniform Combined State Law Examination
    2011-10-22
  • S63 Uniform Securities Agent State Law Examination
    1997-11-14

View on SEC IAPD

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