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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-03
GA RA APPROVED 2013-01-03
  • TX RA
    APPROVED
    Since 2018-01-03
  • GA RA
    APPROVED
    Since 2013-01-03

Branch Locations

304 South Main Street, Madison, GA 30650 • United States

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

3115 Roswell Road Suite 102, Marietta, GA 30062 • 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 Madison GA 12/2012 Present
Cornerstone Wealth Management, Llc Madison GA 12/2012 Present
Previous Registrations
  • 2007-03-28 → 2012-12-17
    St Louis, MO
    Madison, GA
    Madison, GA
Other Businesses

1. 01/04/2013: CORNERSTONE WEALTH MANAGEMENT, LLC - INV REL - 304 S MAIN ST, MADISON, GA 30650-1648 - REGISTERED INVESTMENT ADVISOR: CORNERSTONE WEALTH MANAGEMENT, LLC - 100% OF TIME SPENT - CORNERSTONE WEALTH MANAGEMENT, LLC 2. 5/10/2018 - Emory University - Investment Related - 6 Executive Park Drive, NE Atlanta, GA 30329 - Other-Teacher - Start Date:09/04/2018 - 8 Hours Per Month/0 Hours During Trading - Continuing Education Teacher-Emory University. 3. 1/17/2019 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/15/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 4. 5/15/2020 - No Business Name - Investment Related - Covington GA 30016 - Real Estate Rental - Start Date: 06/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Renting old house as an outside business. 5. 5/19/2020 - Erik Thompson Financial Strategies, LLC - Investment Related - 304 South Main Street, Madison, GA 30650 - Real Estate Rental - Started 05/15/2020 - 5 Hours Per Month During Securities Trading - Purchased office building. 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 - 160 Hours Per Month/130 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-09
  • S66 Uniform Combined State Law Examination
    2007-03-09
Designations
Other Names
  • Erik Thompson

View on SEC IAPD

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