Best Investors
Account
Sign in
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Engineered Corrosion Solutions | Maryland Heights | MO | 04/2023 | 09/2024 |
| Marsh Mclennan | Dallas | TX | 04/2022 | 04/2023 |
| University Of Mississippi | Oxford | MS | 08/2017 | 04/2022 |
| Oxford High School | Oxford | MS | 08/2013 | 08/2018 |
| Lpl Financial Llc | Des Peres | MO | 08/2024 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 07/2024 | Present |
1 - 07/26/2024 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 07/26/2024 - Engineered Corrosion Solutions - Outside/W-2 Employment - Not Inv Related - 16 Hours/Month - MO 63146 - OBA Start Date: 04/03/2023. 3 - 07/26/2024 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 4- 12/12/2024 - Cornerstone Wealth Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/09/2024 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2024. 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 | 2024-11-22 |
Reach out to this advisor