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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-07-24
  • MO RA
    APPROVED
    Since 2018-07-24

Branch Locations

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

820 E. 6Th Street, Washington, MO 63090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Distributors Radnor PA 04/2012 06/2018
Lpl Financial Llc Washington MO 06/2018 Present
Cornerstone Wealth Management, Llc Washington MO 06/2018 Present
  • 04/2012 → 06/2018
    Lincoln Financial Distributors
    Radnor, PA
  • 06/2018 → Present
    Lpl Financial Llc
    Washington, MO
  • 06/2018 → Present
    Washington, MO
Other Businesses

1) 2018-06-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management, LLC - Registered Investment Advisor - Y - at reported business location(s) - 2018-06-18 - 160hrs/mth - hrs/mth during trading - 2) 2018-06-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2018-06-18 - 160hrs/mth - hrs/mth during trading - 3) 2018-07-02 - Captain Asset Management LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2018-06-29 - 80hrs/mth - 80hrs/mth during trading 4) 2018-07-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Steamboat Financial Group / None - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-06-29 - 80hrs/mth - 80hrs/mth during trading 5) 2022-11-16 - The Pickett Group - Non-Variable Insurance - Y - at reported business location(s) - 2022-10-27 - 2hrs/mth - 0hrs/mth during trading 6) 2023-02-08 - The Pickett Group Inc - Non-Variable Insurance - Y - at reported business location(s) - 2023-01-27 - 1hrs/mth - 1hrs/mth during trading 7) 2023-02-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Portfolios / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-02-13 - 80hrs/mth - 80hrs/mth during trading 8) 2024-01-02 - Broker Services Marketing Group - Non-Variable Insurance - Y - at reported business location(s) - 2023-12-27 - 2hrs/mth - 0hrs/mth during trading 9) 2026-05-08 - Legacy Harbor Wealth Management - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-05-05 - 80hrs/mth - 80hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-20
S63 Uniform Securities Agent State Law Examination 1996-01-31
  • S65 Uniform Investment Adviser Law Examination
    2018-06-20
  • S63 Uniform Securities Agent State Law Examination
    1996-01-31
Other Names
  • Larry David Bridwell

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