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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-11-17
  • VA RA
    APPROVED
    Since 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

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
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
  • 01/2009 → 08/2019
    Ameriprise Financial Services, Inc.
    Harrisonburg, VA
  • 08/2019 → Present
    Lpl Financial, Llc
    Fishersville, VA
  • 08/2019 → Present
    Cornerstone Wealth Management Dba Milestone Investment Counsel
    St. Peters, MO
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-17
S66 Uniform Combined State Law Examination 2017-07-23
  • S65 Uniform Investment Adviser Law Examination
    2022-11-17
  • S66 Uniform Combined State Law Examination
    2017-07-23
Other Names
  • Elizabeth Alice Bennett

View on SEC IAPD

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