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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-16 |
Branch Locations
3632 Johnson Mill Blvd. Suite 107, Springdale, AR 72762 • United States
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmp Llp | Springdale | AR | 06/2017 | 06/2021 |
| Junior High/High School Student | Springdale | AR | 02/2013 | 05/2017 |
| College Student | Fayetteville | AR | 08/2017 | 05/2020 |
| Graduate Student | Fayetteville | AR | 08/2020 | 08/2022 |
| Dynastic Wealth Management, Lllp | Springdale | AR | 06/2021 | 02/2023 |
| Lpl Financial | Rogers | AR | 02/2023 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 04/2023 | Present |
1- 02/2023 / Dynastic Wealth Management, LLLP / Outside/W-2 Employment / INVESTMENT RELATED / SPRINGDALE, AR 2- 02/2023 / Cornertstone Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / ROGERS, AR 3- 11/20/2023 / Cornerstone Wealth Management, LLC / Inv Related / At Reported Business Location(s) / Registered Investment Advisor / IAR / Start date: 2/7/2023 / 160 Hrs/Mo & 130 Hrs During Trading / I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 2/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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