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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-12-06 |
Branch Locations
14567 N Outer 40 Rd., Chesterfield, MO 63017 • United States
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 |
|---|---|---|---|---|
| Four Seasons Wealth Management | St. Louis | MO | 12/2014 | 03/2017 |
| Cornerstone Wealth Management Llc | Chesterfield | MO | 03/2017 | 11/2019 |
| Cornerstone Wealth Management, Llc | Chesterfield | MO | 11/2019 | Present |
| Lpl Financial, Llc | Chesterfield | MO | 08/2019 | Present |
1) 6/20/2019 - Notary - Alison Dawn Hadzic, State of Missouri Notary Public - Investment Related - 1% - Wildwood, MO 2) 6/20/2019 - DBA for LPL Business (entity for LPL business) - CORNERSTONE WEALTH MANAGEMENT LLC - Investment Related - 100% - Des Peres, MO 3) 6/20/2019 - Outside/W-2 Employment - THE KALLAOS GROUP LLC - Investment Related - 100% - Des Peres, MO 4) 8/28/2019 - CORNERSTONE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Cornerstone Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/3/2019 - Skiver Street, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/29/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 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 7) 12/18/2023 - Skiver Street LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 1/1/2024 - 20 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
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