Robert Hon-lung Lo

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

Current Employers

Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2013-07-19

WA RA
APPROVED

Since 2013-07-19

Branch Locations

12011 Bel-Red Road Suite 200, Bellevue, WA 98005 • 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

Organization	City	State	From	To
Lpl Financial Llc	Bellevue	WA	07/2013	Present
Cornerstone Wealth Management, Llc	Bellevue	WA	07/2013	Present

07/2013 → Present

Lpl Financial Llc

Bellevue, WA
07/2013 → Present

Cornerstone Wealth Management, Llc

Bellevue, WA

Previous Registrations

2009-01-28 → 2013-07-17

Edward Jones

Bellevue, WA

Redmond, WA

St Louis, MO

Other Businesses

1. 07/16/2013: STONE 8 WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 07/30/2013: CORNERSTONE WEALTH MANAGEMENT, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - (HYBRID) CORNERSTONE WEALTH MANAGEMENT, LLC - 100% OF TIME SPENT - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. 3. 4/15/2015: CORNERSTONE WEALTH MANAGEMENT, LLC - DBA: (HYBRID) STONE 8 WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - STARTED 07/20/13 - 200 HOURS PER MONTH/100 HOURS DURING TRADING. 4. 06/27/2019 - RC8 Capital MN, LLC - Inv related - Saint Paul, MN 55130 & Minneapolis, MN - Real Estate Rental - start date:05/09/2019 - 8 hrs/mo - 0 hrs during trading. 5. 01/06/2023 - Pickett Group Inc. - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Planner & Investment Analyst - Start Date: 09/26/2022 - 2 Hours Per Month/1 Hour During Securities Trading. 6. 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 - 200 Hours Per Month/100 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-16

S66 Uniform Combined State Law Examination

2009-01-16

Other Names

Robert Hon Lung Lo

View on SEC IAPD