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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 2012-08-27
  • MO RA
    APPROVED
    Since 2012-08-27

Branch Locations

13358 Manchester Rd Suite 200, Des Peres, MO 63131 • 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 07/2012 Present
Cornerstone Wealth Management, Llc Des Peres MO 08/2012 Present
Previous Registrations
Other Businesses

1.06/05/2012; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Managment; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/22/2012; CORNERSTONE WEALTH MANAGEMENT; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 3.05/31/2013; The Walker Team; Non-Variable Insurance DBA; Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.03/19/2020; Comprehensive Benefits LLC; Insurance Agency; Investment Related; St. Louis,MO; Start Date 06/02/2014; 40hrs/mth; 5hrs during trading 5.02/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios; Investment Related; at Reported Business Location(s); Start Date 02/01/2023; hrs/mth; hrs during trading 6.01/07/2025; Comprehensive Benefits LLC; Insurance Agency; Investment Related; St. Louis,MO; Start Date 06/02/2014; 40hrs/mth; 5hrs during trading 7.02/17/2026; Minton Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/02/2025; 0hrs/mth; 0hrs during trading 8.07/22/2026; The Pickett Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/09/2026; 0hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-02
  • S66 Uniform Combined State Law Examination
    2004-12-02

View on SEC IAPD

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