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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-01 |
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 |
|---|---|---|---|---|
| Franklin Distributors, Llc | St. Petersburg | FL | 07/2022 | 02/2023 |
| Cornerstone Wealth Management | Des Peres | MO | 06/2019 | 08/2019 |
| University Of Mississippi | Oxford | MS | 08/2018 | 06/2019 |
| University Of Mississippi | Oxford | MS | 08/2019 | 05/2022 |
| Saint Joseph's Academy | Frontenac | MO | 08/2014 | 05/2018 |
| Unemployed | Saint Louis | MO | 05/2018 | 08/2018 |
| Unemployed | Saint Louis | MO | 05/2022 | 07/2022 |
| Lpl Financial Llc | Des Peres | MO | 05/2023 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 06/2023 | Present |
1) 04/2023 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 2) 4/2023 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location(s) - Start: 04/2023 3) 09/25/2023 - Cornerstone Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/17/2023 - 160 Hours Per Month/ 160 Hours During Trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 04/2023. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-16 |
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