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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-03 |
Branch Locations
6895 Lake Saint Louis Blvd, Lake St Louis, MO 63367 • United States
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-05-10 |
Branch Locations
6895 Lake St. Louis Boulevard, Lake Saint Louis, MO 63367 • 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 |
|---|---|---|---|---|
| Vine Wealth Management | Lake St. Louis | MO | 06/2019 | 11/2020 |
| University Of Missouri Columbia | Columbia | MO | 08/2015 | 05/2020 |
| Northwestern Mutual | Columbia | MO | 12/2018 | 04/2019 |
| Old Hickory Country Club | St. Peters | MO | 05/2015 | 05/2017 |
| Subway | Lake St. Louis | MO | 09/2012 | 08/2017 |
| Cheddars Restaurant | Columbia | MO | 07/2018 | 11/2018 |
| Lpl Financial, Llc | Lake St. Louis | MO | 11/2020 | Present |
| Cornerstone Wealth Management | St. Louis | MO | 06/2020 | 04/2021 |
| Cornerstone Wealth Management Llc Dba Vine Wealth Management | Lake Saint Louis | MO | 05/2021 | Present |
1. 12/2/2020 - Vine Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/18/2021 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 6/1/2020 - Licensed Admin. - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity 06/2020. 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. 3. 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 - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
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