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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-11-13 |
| IL | RA | APPROVED | 2013-11-08 |
Branch Locations
2426 W Cornerstone Ct Ste 2A, Peoria, IL 61614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Peoria | IL | 11/2013 | Present |
CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC, INV RELATED, PEORIA, IL, 20% OWNERSHIP, START 4/01/2020, .5 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE EXPENSES. SJM CAPITAL LLC, INVT RELATED, DUNLAP, IL, 100% OWNERSHIP, START 11/8/2013, 2 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. ANTHEM PRICKLEY PEAR LLC, INV RELATED, ANTHEM, AZ, 100% OWNERSHIP WITH SPOUSE, START 4/15/2020, 2 HOURS PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, ANTHEM, AZ, 100% OWNERSHIP WITH SPOUSE, START 4/15/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING. CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC 401K; INV RELATED; PEORIA, IL; CO-TRUSTEE; FINET PRACTICE 401K FBO ASSOCIATES & SELF; START 4/2020; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.; KHM CORNERSTONE GROUP, LLC 401K FBO ASSOCIATE, INV RELATED, PEORIA, IL, START: 4/1/2020, LESS THAN 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-12 |
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