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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-09-22
MO RA APPROVED 2016-09-20
TX RA APPROVED 2016-09-01
  • LA RA
    APPROVED
    Since 2016-09-22
  • MO RA
    APPROVED
    Since 2016-09-20
  • TX RA
    APPROVED
    Since 2016-09-01

Branch Locations

13358 Manchester Road Suite 200, Des Peres, MO 63131 • 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 Des Peres MO 08/2016 Present
Cornerstone Wealth Management, Llc Des Peres MO 09/2016 Present
Previous Registrations
  • 2010-01-04 → 2016-08-23
    Manchester, MO
    Maryland Heights, MO
Other Businesses

(1) 09/08/2016: Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 13358 Manchester Rd, Ste 200, Des Peres, MO 63131 - Start 08/30/2016 (2) 09/14/2016: Cornerstone Wealth Management - Registered Investment Advisor Hybrid - DBA: (Hybrid) Cornerstone Wealth Management - Investment Related - 13358 Manchester Rd, Ste 200, Des Peres, MO 63131 - Start 08/30/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - Investment Adviser Representative. (3) 4/10/2018 - Manchester Municipal Government - Investment Related - 14318 Manchester Rd, Manchester, MO 63011; City Hall Manchester MO - Other-Municipal Government-Campaign - 8 Hours Per Month/0 Hours During Securities Trading - Board of Aldermen. (4) 04/15/2019 - City of Manchester - Investment related - 14318 Manchester Rd, Manchester, MO 63011 - Municipal Government - start date:04/01/2019 - 1 hr/mo - 0 hrs during trading. (5) 08/19/2019 - Toben Financial, LLC - Investment related - Home based - Business Entity For Tax/Investment Purposes Only - start date:09/01/2016 - 0 hrs/mo - 0 hrs during trading. (6) 08/19/2019 - Sell tickets on Stubhub - Not investment related - Home based - Season Ticket Holder - start date:03/20/2019 - 0 hrs/mo - 0 hrs during trading. (7) 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/8 Hours During Securities Trading - Time Spent 100% (8) 01/02/2026 - City of Manchester - Other - Municipal Goverment - Mayoral Candidate - Manchester, MO - Not Investment Related - Start Date 12/30/2025 - 10 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
  • S66 Uniform Combined State Law Examination
    2009-12-30

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