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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-05-02
  • MO RA
    APPROVED
    Since 2018-05-02

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 02/2014 04/2018
Cornerstone Wealth Management Des Peres MO 02/2015 04/2018
Lpl Financial, Llc Des Peres MO 04/2018 Present
Cornerstone Wealth Management, Llc Des Peres MO 04/2018 Present
  • 02/2014 → 04/2018
    Lpl Financial, Llc
    Des Peres, MO
  • 02/2015 → 04/2018
    Cornerstone Wealth Management
    Des Peres, MO
  • 04/2018 → Present
    Lpl Financial, Llc
    Des Peres, MO
  • 04/2018 → Present
    Des Peres, MO
Other Businesses

1. 01/10/2017 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 30%/ DES PERES, MO. 2. 3/15/2017 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 02/03/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 30% - I provide administrative support to Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity in 3/15/17. I expect to spend approximately 160 hours/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. 3. 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/40 Hours During Securities Trading - Time Spent 30% 4. 10/14/2024 - Fenton Financial Group - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/11/2024 - 40 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Other Names
  • Laura Ann Consolino

View on SEC IAPD

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