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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-03 |
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Madison | GA | 12/2012 | Present |
| Cornerstone Wealth Management, Llc | Madison | GA | 12/2012 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
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