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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2020-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2006 | 02/2020 |
| Lpl Financial, Llc | Oklahoma City | OK | 02/2020 | Present |
1) 02/2020 - DBA for LPL Business (entity for LPL business) - Cornerstone Wealth Management - 100% - INVESTMENT RELATED - OKLAHOMA CITY, OK 73120 2) 08/2015 - Real Estate Rental - Washita Dempsey - 12460 St. Andrews drive OKC, OK 73120 - 1% - INVESTMENT RELATED - OKLAHOMA CITY, OK 73120 3) 01/2015 - Real Estate Rental - Angel Fire Properties LLC - A4 Jackson Hole Road Angel Fire, NM 87710 - 1% - INVESTMENT RELATED - ANGEL FIRE, NM 87710 4) 6/8/2020 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/03/2020 - 100 Hours Per Month/8 Hours During Securities Trading. 5) 11/23/2020 - Giving Tree Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 2/28/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 6) 10/05/2022 - Clearwater Energy - Not Investment Related - 3116 NW 61st Terrace OKC OK 73112 - Business Entity For Tax/Investment Purposes Only - Start Date - 09/15/2022 -Start Date - 1 Hours Per Month/0 Hours During Securities Trading 7) 1/25/2023 - Pickett Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 12/05/2022 - 0 Hours Per Month/0 Hours During Securities Trading 8) 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 - 100 Hours Per Month/8 Hours During Securities Trading 9) 10/10/2024 - CWA Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 5 Hours per month/ During Trading 10) 12/16/2025 - Consilium, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/19/2025 - 160 Hours per month/ 130 hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-23 |
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