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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-10-17 |
Branch Locations
1531 Thorndyke Avenue West, Seattle, WA 98199 • United States
13358 Manchester Road Suite 200, Des Peres, MO 63131 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Seattle | WA | 08/2012 | Present |
| Cornerstone Wealth Management, Llc | Seattle | WA | 08/2012 | Present |
| Seattle Clinical Psychology | Monroe | WA | 06/2016 | Present |
(1) 08/01/2012: Cornerstone Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 10/17/2012: Cornerstone Wealth Management, LLC - Registered Investment Advisor - DBA: Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - 50% Time Spent - (Hybrid) Provide financial planning and asset management (3) 11/10/2016: Seattle Clinical Psychology - Family Business - Not Investment Related - Monroe Correctional Facility: 16774 170th Ave SE, Monroe, WA 98272 / Possible meetings: 1100 Dexter Ave N., Seattle, WA 98109 - Start 06/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - CFO (4) 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-20 |
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