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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-29 |
Branch Locations
115 Roswell Rd. Unit 102, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Madison | GA | 05/2023 | Present |
| Rebel Club Oxford | Oxford | MS | 10/2022 | 05/2023 |
| Tango's Patio And Kitchen | Oxford | MS | 09/2020 | 08/2021 |
| Nashville Pizza Company | Franklin | TN | 06/2017 | 12/2022 |
| University Of Mississippi | Oxford | MS | 08/2019 | 05/2023 |
| Fred J Page High School | Franklin | TN | 08/2015 | 08/2019 |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 06/2023 | 07/2023 |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 07/2023 | 01/2024 |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 01/2024 | 04/2024 |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 04/2024 | Present |
1) 09/2023 - Cornerstone Wealth Portfolios / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 09/2023 - Cornerstone Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 04/2024 - Cornerstone Wealth Management, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 5/23/2023 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2023. 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. 4) 11/14/2024 - ASH Brokerage - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/23/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
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