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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-09-08 |
| TX | RA | APPROVED | 2020-09-08 |
Branch Locations
381 County Rd 100 E Lot 40, Norris City, IL 62869 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2012 | 09/2020 |
| Lpl Financial, Llc | Carmi | IL | 09/2020 | Present |
1. 9/2020 - DBA for LPL Business (entity for LPL business) - Cornerstone Wealth Services - Investment Related - Carmi, IL 62821 2. 11/13/2020 - Grindstone Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 9/8/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 05/06/2022 - The Pickett Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 04/25/2022 - 5 Hours Per Month/2 Hour During Securities Trading. 4. 10/20/2022 - CKCC Holdings LLC - Investment Related - At Reported Business Location(s) and Carmi, IL 62821 and Mount Carmel IL 62863 - Real Estate Rental - Start Date 08/30/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 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 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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