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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 2024-02-01
  • MO RA
    APPROVED
    Since 2024-02-01

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
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
  • 07/2022 → 02/2023
    Franklin Distributors, Llc
    St. Petersburg, FL
  • 06/2019 → 08/2019
    Cornerstone Wealth Management
    Des Peres, MO
  • 08/2018 → 06/2019
    University Of Mississippi
    Oxford, MS
  • 08/2019 → 05/2022
    University Of Mississippi
    Oxford, MS
  • 08/2014 → 05/2018
    Saint Joseph's Academy
    Frontenac, MO
  • 05/2018 → 08/2018
    Unemployed
    Saint Louis, MO
  • 05/2022 → 07/2022
    Unemployed
    Saint Louis, MO
  • 05/2023 → Present
    Lpl Financial Llc
    Des Peres, MO
  • 06/2023 → Present
    St. Peters, MO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2022-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2022-11-16
Other Names
  • Gabrielle Rose Keifer
  • Gabrielle Keifer

View on SEC IAPD

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