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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-06-27 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Des Peres | MO | 05/2016 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 06/2016 | Present |
(1) 05/26/2016: No Business Name - Real Estate Rental - INV REL - 1338 Greenmar Dr, Fenton, MO 63026 - Start 10/08/2013 - This is a home that my wife and I own. My mother in law lives in it and pays rent. - 1 Hr/Mo; 0 Hours During Securities Trading; 1% Time Spent (2) 05/26/2016: Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 05/26/2016 - 80 Hr/Mo; 3 Hours During Securities Trading; 45% Time Spent (3) 06/15/2016: Cornerstone Wealth Management, LLC - Registered Investment Advisor Hybrid - (Hybrid) Cornerstone Wealth Management, LLC - INV REL - At Reported Business Location(s) - Start 05/26/2016 - 100 Hr/Mo; 3.5 Hours During Securities Trading; 52% Time Spent (4) 07/21/2016: Anderhub Holdings, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - Start 06/09/2016 - Commissions and fees from LPL and Cornerstone Wealth Management will flow through this LLC - 2 Hr/Mo; 0 Hours During Securities Trading (5) 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023 - 80 Hours Per month/3 Hours During Securities Trading - Time Spent 45%. (6) 09/04/2024 - Ash Brokerage, An Integrity Company - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/08/2024 - 4 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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