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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-10-12 |
Branch Locations
16 Gosnell Crossing Suite 103, Staunton, VA 24401 • 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 |
|---|---|---|---|---|
| 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 |
(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%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
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