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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-18 |
Branch Locations
7417 Mexico Rd. Suite 104, St. Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Cpas Llc | Fairbanks | AK | 09/2020 | 09/2024 |
| Unemployed | Fairbanks | AK | 05/2020 | 09/2020 |
| University Of Missouri - Columbia | Columbia | MO | 08/2016 | 05/2020 |
| University Of Missouri - Columbia | Columbia | MO | 08/2019 | 05/2020 |
| Sundvold Financial | Columbia | MO | 08/2017 | 05/2019 |
| Pricewaterhouse Coopers | St Louis | MO | 06/2019 | 08/2019 |
| Lpl Financial Llc | St Peters | MO | 09/2024 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 09/2024 | Present |
1- 11/2024 / Cornerstone Wealth Portfoilios / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 09/15/2024 2- 11/2024 / Cornerstone Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 09/15/2024 3- 12/09/2024 - Cornerstone Wealth Management, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/15/2024 - 160 hours per month/ 40 hours during trading - I provide administrative support to Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2024. 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. 4) 05/22/2025 - Shoemaker Wadkowski Wealth LLC Not Inv. Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:05/20/2025 - 60 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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