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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2015-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Des Peres | MO | 05/2015 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 05/2015 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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