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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 2021-08-10
  • MO RA
    APPROVED
    Since 2021-08-10

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
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
  • 06/2016 → 08/2017
    Ubs
    Chesterifeld, MO
  • 05/2019 → 07/2019
    Steamboat
    Washington, MO
  • 08/2014 → 05/2019
    University Of Mississippi
    University, MS
  • 07/2009 → 07/2019
    Suntrup Kia West
    Ballwin, MO
  • 08/2019 → 02/2020
    New York Life Insurance Co.
    Creve Coeur, MO
  • 11/2019 → 02/2020
    Nylife Securities Llc
    Creve Coeur, MO
  • 01/2020 → 07/2021
    Cornerstone Wealth Management
    Des Peres, MO
  • 03/2021 → Present
    Lpl Financial, Llc
    Des Peres, MO
  • 07/2021 → Present
    Des Peres, MO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2021-04-19
Other Names
  • Grant Joseph Keifer
  • Grant Jospeh Keifer

View on SEC IAPD

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