Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-16 |
| MO | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED_RES | 2015-12-08 |
Branch Locations
980 Executive Drive - Suite A, Osage Beach, MO 65065 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Osage Beach | MO | 11/2015 | Present |
| Cornerstone Wealth Management, Llc | Osage Beach | MO | 12/2015 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
Reach out to this advisor