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Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-01-01
  • AR RA
    APPROVED
    Since 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

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
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
  • 08/2013 → 05/2021
    University Of Arkansas
    Fayetteville, AR
  • 04/2021 → Present
    Lpl Financial Llc
    Springdale, AR
  • 04/2021 → Present
    Springdale, AR
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10

View on SEC IAPD

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