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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-10-20 |
| TX | RA | APPROVED | 2014-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Peters | MO | 10/2014 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 10/2014 | Present |
(1) 10/06/2014: STAUROS FINANCIAL LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 165 FORT SUMTER WAY, ST. CHARLES, MO 63303 (2) 01/08/2015: CORNERSTONE WEALTH MANAGEMENT - INV REL - 165 FORT SUMTER WAY, ST. CHARLES, MO 63303 - REGISTERED INVESTMENT ADVISOR DBA: STAUROS FINANCIAL - 50% OF TIME SPENT - IAR (3) 01/08/2015: CORNERSTONE WEALTH MANAGEMENT, LLC - INV REL - 165 FORT SUMTER WAY, ST. CHARLES, MO 63303 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE WEALTH MANAGEMENT - 50% OF TIME SPENT - IAR. (4) 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-16 |
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