Curtis Randall Green

Current Employers

Employment History

• 06/2001 → 10/2016
  Edward Jones
  St Louis, MO
• 10/2016 → Present
  Lpl Financial, Llc
  Rancho Mirage, CA
• 10/2016 → Present
  Cornerstone Wealth Management, Llc
  Rancho Mirage, CA

Previous Registrations

• 2007-12-21 → 2016-11-01
  Edward Jones
  Rancho Mirage, CA

Other Businesses

1. 10/31/2016 - Green Family Trust - Investment Related - Hermosa Beach, CA - Real Estate Rental - Started 06/01/2012 - 1 Hour Per Month - Time Spent 1%. 2. 10/31/2016 - Green Family Trust - Investment Related - Palm Desert, CA - Real Estate Rental - Started 04/01/2014 - 1 Hour Per Month - Time Spent 1%. 3. 10/31/2016 - Green Family Trust - Investment Related - Palm Desert & Hermosa Beach, CA - Real Estate Rental - Started 10/28/2016 - 1 Hour Per Month - Time Spent 1%. 4. 11/18/2016 - Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/28/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 160 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. 9/21/2018 - No Business Name - Investment Related - Home Based & Rancho Mirage, CA 92270 - Real Estate Rental - Started 08/01/2018 - 1 Hour Per Month During Securities Trading. 6. 12/10/2020 - C Green Investments - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/01/2016 - 0 Hours Per Month. 7. 12/10/2020 - Cornerstone Wealth Management - DBA: Cornerstone - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/28/2016 - 160 Hours Per Month During Securities Trading. 8. 12/10/2020 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/28/2016 - 160 Hours Per Month During Securities Trading. 9. 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 - 160 Hours Per month/160 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-19
• S63 Uniform Securities Agent State Law Examination
  2000-09-02

Other Names

• Curtis Randall Green