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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-08-27 |
Branch Locations
13358 Manchester Rd Suite 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Clayton | MO | 07/2012 | Present |
| Cornerstone Wealth Management, Llc | Clayton | MO | 08/2012 | Present |
1. 07/30/2012: DBA ONLY - CORNERSTONE WEALTH MANAGEMENT - TIME SPENT 100% - CLAYTON, MO. 2. 10/22/2012: REGISTERED INVESTMENT ADVISOR - CORNERSTONE WEALTH MANAGEMENT - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - TIME SPENT 100% - CLAYTON, MO. 3. 5/31/2013: NON-VARIABLE INSURANCE DBA - THE WALKER TEAM - THE WALKER TEAM IS OUR DBA TO CONDUCT BUSINESS WITH CORNERSTONE WEALTH MANAGEMENT, USING LPL FINANCIAL AS OUR BROKER DEALER. - CLAYTON, MO. 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 - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-23 |
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