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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-11-07 |
Branch Locations
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
1801 W. 32Nd St. Building C, Suite 201, Joplin, MO 64804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Joplin | MO | 10/2014 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 10/2014 | Present |
1. 10/27/2014 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ JOPLIN, MO 2. 11/06/2014 - ANDERSON INVESTMENTS, LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 5 HOUR PER MONTH - JOPLIN, MO 3. 12/04/2014 - CORNERSTONE WEALTH MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 5% - JOPLIN, MO 4. 05/11/2022-Pickett Group, Inc.- INVESTMENT RELATED- At Reported Business Location(s)- Non-Variable Insurance-Agent- START DATE: 05/05/2022-5 HoursPer Month/5 Hours During Securities Trading. 5. 09/22/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 09/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023 - Time Spent 100%. 7. 03/18/2024 - BUI - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/4/2023 - 10 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
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