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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-08-27 |
Branch Locations
13358 Manchester Rd, Des Peres, MO 63131 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Des Peres | MO | 06/2010 | Present |
| Cornerstone Wealth Management | Des Peres | MO | 08/2012 | Present |
1. 09/14/2011 - CORNERSTONE WEALTH MANAGEMENT 2. 11/09/2012: CORNERSTONE WEALTH MGMT LLC / REGISTERED INVESTMENT ADVISOR / TIME SPENT 55%/ DES PERES, MO. 3. 07/26/2019 - Millonas Wealth Management - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:06/15/2019 - 2 hrs/mo - 0 hrs during trading. 4. 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 - Time Spent 55% 5. 08/21/2023 - No Business Name - Investment Related - St. Louis, MO - Start Date 08/01/2023 - 2 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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