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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-08-27 |
| TX | RA | APPROVED | 2012-08-17 |
Branch Locations
200 S. Hanley Rd Suite 619, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | St. Louis | MO | 04/2012 | Present |
| Cornerstone Wealth Management | Clayton | MO | 08/2012 | Present |
1. 04/17/2012 - CORNERSTONE WEALTH MANAGEMENT/ CLAYTON, MO 2. 03/19/2012 - LUMBER LOGS LLC/ HAULS LOGS AND RETAILS LUMBER/ 5%/ ST. LOUIS, MO 3. 11/09/2012: CORNERSTONE WEALTH MANAGEMENT LLC / REGISTERED INVESTMENT ADVISOR / TIME SPENT 50%/ CLAYTON, MO 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-18 |
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