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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-03-27 |
Branch Locations
13924 Coalfield Commons Place Suite 101, Midlothian, VA 23114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Midlothian | VA | 03/2013 | Present |
| Cornerstone Wealth Management, Llc | Midlothian | VA | 03/2013 | Present |
1. 03/21/2013 - CORNERSTONE WEALTH MANAGEMENT/ DBA ONLY/ 100%/ MIDLOTHIAN, VA 2. 3/25/2013 - REGISTERED INVESTMENT ADVISOR, CORNERSTONE WEALTH MANAGEMENT, (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. TIME SPENT 50%- MIDLOTHIAN, VA. 3. 10/10/2017 - Bell & Associates Wealth Management - DBA: Bell & Associates Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/02/2017 - 220 Hours Per Month/130 Hours During Securities Trading. 4. 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-10 |
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