Steven Matthew Tait

Current Employers

Employment History

• 08/2001 → 04/2022
  Walmart
  Bentonville, AR
• 04/2022 → Present
  Lpl Financial
  Springdale, AR
• 07/2022 → Present
  Cornerstone Wealth Management, Llc
  St. Peters, MO

Other Businesses

1. 04/07/2022 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s). 2. 05/23/2022 - MMKA Solutions Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 05/05/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 3. 06/13/2022 - MMKS Solutions - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 04/07/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 4. 07/21/2022 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 3/2022 - 200 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's 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. 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 - 200 Hours Per month/6 Hours During Securities Trading - Time Spent 100%.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-11