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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-17 |
Branch Locations
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
16 Gosnell Crossing, Suite 103, Staunton, VA 24401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Harrisonburg | VA | 01/2009 | 08/2019 |
| Lpl Financial, Llc | Fishersville | VA | 08/2019 | Present |
| Cornerstone Wealth Management Dba Milestone Investment Counsel | St. Peters | MO | 08/2019 | Present |
1.08/20/2019; Cornerstone Wealth Management; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/16/2019; 160hrs/mth; 8hrs during trading; 2.08/27/2020; Notary Public; Notary Public; Investment Related; at Reported Business Location(s); Start Date 08/16/2019; hrs/mth; hrs during trading 3.10/25/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Milestone Investment Counsel; Investment Related; at Reported Business Location(s); Start Date 10/24/2022; 160hrs/mth; 160hrs during trading 4.02/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios /; Investment Related; at Reported Business Location(s); Start Date 02/14/2023; 160hrs/mth; 8hrs during trading 5.05/18/2026; BUI; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 8hrs/mth; 8hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-17 |
| S66 | Uniform Combined State Law Examination | 2017-07-23 |
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