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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED_RES | 2018-02-16 |
Branch Locations
3718 S. Pinnacle Hills Parkway Suite B, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2011 | 05/2017 |
| Lpl Financial, Llc | Rogers | AR | 05/2017 | Present |
| Cornerstone Wealth Management, Llc | Rogers | AR | 05/2017 | Present |
1.05/25/2017 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ROGERS, AR 2) 06/28/2017 -Cornerstone Wealth Management-investment related-At reported business location(s)- Registered Investment Advisor-Hours per month 175/ hours during trading 8- Time spent percent 100%- I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 6/28/17. I expect to spend approximately 176 hours/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. 3) 01/17/2018 - Legacy Wealth Management - Investment Related - Non-Variable Insurance - Start Date 12/29/2017 - 1 Hours Per Month/0 Hours During Securities Trading. 4) 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 - 16 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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