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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-02 |
| LA | RA | APPROVED | 2017-09-21 |
| TX | RA | APPROVED_RES | 2017-09-05 |
Branch Locations
4700 S. Thompson St. Ste. C-105, Springdale, AR 72764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2009 | 08/2017 |
| Lpl Financial, Llc | Springdale | AR | 08/2017 | Present |
| Cornerstone Wealth Management, Llc | Springdale | AR | 08/2017 | Present |
1. 8/31/2017 - CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 10/3/2017 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms 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. 3. The ASA Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/01/2019 - 5 Hours Per Month/2 Hours During Securities Trading - Fixed Insurance. 4. 11/12/2020 - AHK Solutions - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 7/1/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 02/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023 - 40 Hours Per month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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