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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-24 |
| TX | RA | APPROVED | 2023-04-18 |
| MO | RA | APPROVED | 2023-03-28 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
302 East Main St, Streator, IL 61364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Des Peres | MO | 08/2012 | Present |
| Cornerstone Wealth Management, Llc | De Peres | MO | 06/2013 | Present |
1. 03/26/2013 - The Lodes Group, LLC - inv rel - Business Entity For Tax/Investment Purposes Only - Legal entity for Tax/Accounting Purposes Only 2. 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 - 20 Hours Per Month/8 Hours During Securities Trading 3. 04/25/2023 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/01/2023 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
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