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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-07-16
MO RA APPROVED 2023-01-20
TX RA APPROVED_RES 2015-12-08
  • MT RA
    APPROVED
    Since 2025-07-16
  • MO RA
    APPROVED
    Since 2023-01-20
  • TX RA
    APPROVED_RES
    Since 2015-12-08

Branch Locations

980 Executive Drive - Suite A, Osage Beach, MO 65065 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Osage Beach MO 11/2015 Present
Cornerstone Wealth Management, Llc Osage Beach MO 12/2015 Present
Previous Registrations
  • 2008-08-01 → 2015-12-01
    Osage Beach, MO
    St Louis, MO
    Roach, MO
    Lake Ozark, MO
Other Businesses

1.11/30/2015; The Masters Enterprises LLC; Other - Family Business; Not Investment Related; at Reported Business Location(s); Start Date 11/11/2015; hrs/mth; hrs during trading 2.11/30/2015; The Masters Enterprises; Other - Family Business; Not Investment Related; at Reported Business Location(s); Start Date 11/06/2015; 2hrs/mth; hrs during trading 3.11/30/2015; The Masters Enterprises; Other - Family Business; Not Investment Related; at Reported Business Location(s); Start Date 11/06/2015; hrs/mth; hrs during trading 4.11/30/2015; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Management /; Investment Related; at Reported Business Location(s); Start Date 11/06/2015; hrs/mth; hrs during trading 5.11/30/2015; Masters Enterprises; Real Estate Rental; Investment Related; Roach Missouri,65787; Start Date 10/13/2015; 3hrs/mth; 0hrs during trading 6.12/04/2015; Cornerstone Wealth Management, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 11/06/2015; 160hrs/mth; hrs during trading; 7.06/19/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Morse Wealth Management; Investment Related; at Reported Business Location(s); Start Date 06/13/2017; 160hrs/mth; 0hrs during trading 8.07/13/2017; Cornestone Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/13/2017; 0hrs/mth; 0hrs during trading; 9.06/22/2021; Masters Enterprises; Real Estate Rental; Investment Related; saint Robert,Missouri; Start Date 06/02/2021; 3hrs/mth; 0hrs during trading 10.02/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios /; Investment Related; at Reported Business Location(s); Start Date 02/14/2023; 160hrs/mth; hrs during trading 11.05/18/2026; Zero to Simple; Radio/ TV/ Podcast; Not Investment Related; Roach,MO; Start Date 05/13/2026; 2hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-31
  • S66 Uniform Combined State Law Examination
    2008-07-31
Other Names
  • Nathan P Morse

View on SEC IAPD

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