Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-05-02 |
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
Reach out to this advisor