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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-08-27 |
Branch Locations
7414 Mexico Road Suite 104, St. Peters, MO 63376 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Peters | MO | 06/2009 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 08/2012 | Present |
1. 2/3/2016 - Cornerstone Wealth Management, LLC - DBA: Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Started 09/01/2012 - 40 Hours Per Month During Securities Trading. 2. 7/7/2020 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/09/2012 - 15 Hours Per Month/5 Hours During Securities Trading - Provide financial planning and asset management for a fee. 3. 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 - 40 Hours Per month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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