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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-22 |
| AR | RA | APPROVED | 2017-03-21 |
Branch Locations
3632 Johnson Mill Blvd. Suite 107, Springdale, AR 72762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2002 | 02/2017 |
| Lpl Financial, Llc | Rogers | AR | 03/2017 | Present |
| Cornerstone Wealth Management, Llc | Rogers | AR | 03/2017 | Present |
1. 3/20/2017 - CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 01/02/2020 - Secure Wealth Savings LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/23/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 5/28/2020 - Kevin Yingst Enterprises - Investment Related - Home Based & Bentonville, AR 72712 - Real Estate Rental - Start Date: 06/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 2/23/2021 - VII Down On The Corner LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 7/17/2020 - 0 Hours Per Month/0 Hours During Securities Trading - Single-member LLC for future use in property management. 5. 02/03/2023 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/20/2017 - 25 Hours Per Month During Securities Trading. 6. 02/06/2023 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/17/2017 - 174 Hours Per Month During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2017. I expect to spend approximately 174 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. 7. 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 - 174 Hours Per Month/174 Hours During Securities Trading. 8) 09/04/2025 - Not Investment Related - Act in a Fiduciary Capacity - At Reported Business Location(s) - Start Date:06/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-11 |
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