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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 |
| TX | RA | APPROVED_RES | 2025-01-27 |
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 | 2017-03-13 |
Branch Locations
6895 Lake St Louis Blvd., Lake St Louis, MO 63367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2012 | 03/2017 |
| Lpl Financial, Llc | Lake St Louis | MO | 03/2017 | Present |
| Cornerstone Wealth Management, Llc | Lake St Louis | MO | 03/2017 | Present |
1. 03/06/2017 - WR INVESTMENTS/ REAL ESTATE RENTAL/ 0%/ 4701 TELEGRAPH ROAD, ST LOUIS, MO 63129 2. 03/06/2017 - VINE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ST PETERS, MO 3. 4/5/2017 - CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through cornerstone wealth management , an independent investment advisor firm. I started this business activity in March 6, 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4.6/18/2019 - LTCI Partners LLC - Investment Related - 100 Field Drive, Suite 310, Lake Forrest Ill 60045 - Non-Variable Insurance - Started 06/12/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 4/29/2020 - Investing You - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Product Specialist - Started 01/02/2019 - 35 Hours Per Month/10 Hours During Securities Trading. 6. 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/8 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
| S66 | Uniform Combined State Law Examination | 2007-06-05 |
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