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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
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
3718 S Pinnacle Hills Parkway, Suite B, Rogers, AR 72758 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2009-08-25 |
Branch Locations
3632 Johnson Mill Blvd Ste 107, Springdale, AR 72762 • United States
700 S Walton Blvd Ste 200, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bella Vista | AR | 08/2009 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 11/2023 | Present |
1. 12/01/2023 - Cornerstone Wealth Management LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/10/2023 - 100 Hrs/Mo During Trading. 2. 03/05/2024 - Cornerstone Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 80 Hours Per Month/ During Trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 80 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 | 2003-05-05 |
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