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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-12-06 |
| TX | RA | APPROVED_RES | 2018-12-06 |
Branch Locations
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
2738 E 51St Street Suite 200, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2006 | 11/2018 |
| Lpl Financial Llc | Sand Springs | OK | 11/2018 | Present |
| Cornerstone Wealth Management, Llc | Sand Spring | OK | 12/2018 | Present |
1. 11/29/2018 - TC + RL, LLC - Investment Related - Home Based; 312 S 1st St, Eutaula, OK 74432; and 3901 S 113th Wave, Sand Springs, OK 74663 - Real Estate Rental - OWNER - Started 6/2012 - 1 Hours Per Month - Time Spent 1% - MANAGE RENTS. 2. 11/29/2018 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/11/2018 - CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through CORNERSTONE WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity on 12/11/2018. I expect to spend approximately 160 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. 4. 11/13/2020 - TCLWM, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/1/2018 - 0 Hours Per Month/0 Hours During Securities Trading - Revenue comes from Cornerstone wealth and LPL and goes into this account to then distribute out to employees and expenses.. 5. 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
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