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Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-04-16
  • OK RA
    APPROVED
    Since 2019-04-16

Branch Locations

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

3901 South 113Th West Avenue, Sand Springs, OK 74063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navico Marine Electronics Tulsa OK 05/2016 06/2017
Fredric E. Russell Investment Management Co. Tulsa OK 06/2017 02/2019
Cornerstone Wealth Management Sand Spring OK 04/2019 Present
Lpl Financial St. Peters MO 04/2019 Present
  • 05/2016 → 06/2017
    Navico Marine Electronics
    Tulsa, OK
  • 06/2017 → 02/2019
    Tulsa, OK
  • 04/2019 → Present
    Cornerstone Wealth Management
    Sand Spring, OK
  • 04/2019 → Present
    Lpl Financial
    St. Peters, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-24
  • S65 Uniform Investment Adviser Law Examination
    2018-04-24

View on SEC IAPD

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