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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Racanellies Pizza | Kirkwood | MO | 09/2017 | 02/2022 |
| Cornerstone Wealth Management | Des Peres | MO | 05/2022 | 08/2022 |
| Lpl Financial Llc | Washington | MO | 01/2023 | Present |
| University Of Missouri | Columbia | MO | 08/2019 | 12/2022 |
| Eureka High School | Eureka | MO | 08/2015 | 05/2019 |
| Cornerstone Wealth Management | Saint Peters | MO | 07/2023 | Present |
1) 2023-03-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Steam Boat Financial Group / Steamboat Financial Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-03-06 - 160hrs/mth - 8hrs/mth during trading 2) 2023-12-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management, LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2023-12-04 - 160hrs/mth - 8hrs/mth during trading 3) 2023-12-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management, LLC - Registered Investment Advisor DBA - Y - at reported business location(s) - 2023-12-04 - 160hrs/mth - 8hrs/mth during trading - 4) 2026-05-08 - Legacy Harbor Wealth Management - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-05-05 - 80hrs/mth - 80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-15 |
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