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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-10-19 |
Branch Locations
13358 Manchester Rd Suite 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Des Peres | MO | 10/2012 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 10/2012 | Present |
1. 09/26/2012 - Cornerstone Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/17/2012: REGISTERED INVESTMENT ADVISOR - CORNERSTONE WEALTH MANAGEMENT, LLC - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - TIME SPENT 50% - DES PERES, MO. 3. 11/07/2012 - OTHER-FOR ACCOUNTING PURPOSES ONLY - EVOLUTION FINANCIAL SERVICES, LLC - ENTITY FOR ACCCOUNTING PURPOSES. - TIME SPENT 1%. 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 - Time Spent 50%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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