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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 |
| TX | RA | APPROVED | 2012-08-17 |
Branch Locations
7414 Mexico Road Suite 104, St. Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | St Peters | MO | 09/2010 | Present |
| Cornerstone Wealth Management | St. Peters | MO | 08/2012 | Present |
1. 3/1/2012: CORNERSTONE WEALTH MANAGEMENT, LLC. 2. 11/09/2012: CORNERSTONE WEALTH MANAGEMENT LLC / REGISTERED INVESTMENT ADVISOR / TIME SPENT 55% / ST. PETERS, MO 3. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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