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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-08-10 |
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 |
|---|---|---|---|---|
| Ubs | Chesterifeld | MO | 06/2016 | 08/2017 |
| Steamboat | Washington | MO | 05/2019 | 07/2019 |
| University Of Mississippi | University | MS | 08/2014 | 05/2019 |
| Suntrup Kia West | Ballwin | MO | 07/2009 | 07/2019 |
| New York Life Insurance Co. | Creve Coeur | MO | 08/2019 | 02/2020 |
| Nylife Securities Llc | Creve Coeur | MO | 11/2019 | 02/2020 |
| Cornerstone Wealth Management | Des Peres | MO | 01/2020 | 07/2021 |
| Lpl Financial, Llc | Des Peres | MO | 03/2021 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 07/2021 | Present |
1)10/7/2020- Cornerstone Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Des Peres, MO- 0 Hrs/Mth - 0 Hrs During Trading -100%. 2) 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 - 0 Hrs/Mth - 0 Hrs During Trading . 3) 07/30/2025 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date : 02/01/2021 - 100 Hrs/Mth - 100 Hrs During Trading.I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 100 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 | 2021-04-19 |
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