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Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-11-16
  • AR RA
    APPROVED
    Since 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

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
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
  • 06/2017 → 06/2021
    Rmp Llp
    Springdale, AR
  • 02/2013 → 05/2017
    Junior High/High School Student
    Springdale, AR
  • 08/2017 → 05/2020
    College Student
    Fayetteville, AR
  • 08/2020 → 08/2022
    Graduate Student
    Fayetteville, AR
  • 06/2021 → 02/2023
    Dynastic Wealth Management, Lllp
    Springdale, AR
  • 02/2023 → Present
    Lpl Financial
    Rogers, AR
  • 04/2023 → Present
    St. Peters, MO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
  • S66 Uniform Combined State Law Examination
    2023-04-14

View on SEC IAPD

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