Best Investors Account Sign in
Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-10-12
  • VA RA
    APPROVED
    Since 2016-10-12

Branch Locations

16 Gosnell Crossing Suite 103, Staunton, VA 24401 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2003 10/2016
Lpl Financial, Llc Fishersville VA 10/2016 Present
Cornerstone Wealth Management, Llc Fishersville VA 10/2016 Present
Previous Registrations
Other Businesses

(1) 10/11/2016: Millstone Farms - Other - Not Investment Related - 238 Spottswood Rd, Greenville, VA 24440 - Start 08/19/1995 - 25 Hr/Mo; 3 Hour(s) During Securities Trading; 5% Time Spent (2) 10/11/2016: Milestone Investment Counsel - DBA for LPL Business (entity for LPL business) - Investment Related - 6305 Lee Jackson Hwy Rahpine, VA - Start 08/12/2016 - 200 Hr/Mo; 32 Hour(s) During Securities Trading; 100% Time Spent (3) 10/26/2016: Cornerstone Wealth Management LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Cornerstone Wealth Management - Investment Related - 6305 Lee Jackson Hwy, Raphine, VA 24472 - Start 08/12/2016 - 200 Hr/Mo; 32 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Cornerstone Wealth Management LLC, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 200 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. (4) 06/13/2019 - Milestone House, LLC - Investment related - 30 Ladd Road, Fishersville, VA 22939 - Real Estate Rental - start date:12/31/2018 - 5 hrs/mo - 0 hrs during trading - Renting office space. (5) 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 - 200 Hours Per Month/32 Hours During Securities Trading - Time Spent 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-21
S63 Uniform Securities Agent State Law Examination 2002-11-26
  • S66 Uniform Combined State Law Examination
    2008-01-21
  • S63 Uniform Securities Agent State Law Examination
    2002-11-26
Other Names
  • Taysha Renee Colvin
  • Taysha Renee Colvin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Staunton, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor