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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-03 |
Branch Locations
8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial - Michelle Clary | Kennewick | WA | 12/2016 | 05/2018 |
| Burch & Smith Llc | Kennewick | WA | 10/2015 | 12/2016 |
| Thrivent Investment Management Inc | Kennewick | WA | 01/2018 | 02/2020 |
| Thrivent Financial | Appleton | WI | 05/2018 | 02/2020 |
| Thrivent Advisor Network, Llc | Kennewick | WA | 02/2020 | 10/2020 |
| Home Point Financial Corp. | Ann Arbor | MI | 10/2020 | 02/2022 |
| Lpl Financial Llc | Kennewick | WA | 02/2022 | Present |
1)02/14/2022 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2022 - 160 Hr/Mth 2)06/01/2022 - Cornerstone Wealth Strategies Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 03/14/2022 - 160 Hours Per Month/ 110 Hours During Securities Trading - I provide administrative support to Cornerstone Wealth Strategies Inc., an independent investment advisor firm. I started this business activity in 03/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
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