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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
Branch Locations
4700 S. Thompson St., Ste. C-101, Springdale, AR 72764 • United States
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 |
|---|---|---|---|---|
| University Of Arkansas | Fayetteville | AR | 08/2013 | 05/2021 |
| Lpl Financial Llc | Springdale | AR | 04/2021 | Present |
| Cornerstone Wealth Management, Llc | Springdale | AR | 04/2021 | Present |
1) 10/12/2021 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 12/28/2021 - Shimane University - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 4/6/2022 - 12 Hours Per Month/0 Hours During Securities Trading - English Instructor. 3). 03/16/2022 - Cornerstone Wealth Management, LLC- Not Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Professional - Start Date - 03/14/2022 - 160 Hours Per Month/140 Hours During Securities Trading - Time Spent 87% - I provide investment advisory services through Cornerstone Wealth Management LLC, 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 | 2021-12-10 |
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