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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Mchenry | IL | 11/1995 | Present |
| Cornerstone Wealth Management, Llc | Mchenry | IL | 01/2014 | Present |
1. 1/6/1999: Schmidt Capital Advisors - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 2. 12/2/2004: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SELLING FIXED ANNUITIES. 3. 10/2/2008: No Business Name - Investment Related - At Reported Business Location(s) - Real Estate Rental - Time Spent 1% - I am renotifying you of my ownership of my office building. There are 6 units, non of which are client or advisors of another B/D. 4. 7/13/2009: No Business Name - Not Investment Related - Other-Baseball card collection - Time Spent 1% - Sell on eBay. 5. 1/16/2014: Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% - Advisory business mainly. Charging a fixed fee to individuals looking for 401k allocation advice but this will be very limited.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-01 |
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