Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-09-22 |
| MO | RA | APPROVED | 2016-09-20 |
| TX | RA | APPROVED | 2016-09-01 |
Branch Locations
13358 Manchester Road 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 | 08/2016 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 09/2016 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
Reach out to this advisor