LB
Larry Bridwell
CORNERSTONE WEALTH MANAGEMENT
Washington, MO 63090
Some features on this profile are disabled
CRD#: 2683147
LB
Professional summary
Larry Bridwell, who also goes by Larry David Bridwell, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Washington, Missouri and LPL FINANCIAL LLC located in Washington, Missouri.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Larry has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Larry David Bridwell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 6/28/2018 - Cornerstone Wealth Management - DBA: (Hybrid) Steamboat Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start ed 06/01/2018 - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity on 6/28/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 2. 6/28/2018 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 06/01/2018 - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity on 6/28/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 3. 7/2/2018 - Steamboat Financial Group - Investment Related - At Reported Business Location(s) - Steamboat Financial Group - Started 07/02/2018 - 80 Hours Per Month During Securities Trading. 4. 7/2/2018 - Captain Asset Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Stated 07/02/2018 - 80 Hours Per Month During Securities Trading. 5. 11/16/2022 - The Pickett Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 10/28/2022 - 2 Hours Per Month/0 Hours During Securities Trading 6. 2/8/2023 - The Pickett Group Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 01/27/2023 - 1 Hours Per Month/1 Hours During Securities Trading 7. 2/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 80 Hours Per Month/80 Hours During Securities Trading 8. 01/02/2024 - Broker Services Marketing Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 2 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Larry Bridwell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 9, 2018 - Present
CORNERSTONE WEALTH MANAGEMENT, LLC
Office #1: 820 E. 6th Street, Washington, MO 63090RIA
CRD#: 164666
Washington, MO
Current
June 15, 2018 - Present
LPL FINANCIAL LLC
Office #1: 820 E. 6th St, Washington, MO 63090RIA
BD
CRD#: 6413
Washington, MO
Past
April 20, 2012 - June 15, 2018
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
June 6, 2011 - April 11, 2012
GRIFFIN CAPITAL SECURITIES, LLC
BD
CRD#: 37739
EL SEGUNDO, CA
Past
January 6, 2010 - February 8, 2011
PRIORITY CAPITAL INVESTMENTS, LLC
BD
CRD#: 150215
SAN DIEGO, CA
Past
November 14, 2003 - November 11, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
SPRING GREEN, WI
Past
June 14, 2001 - November 14, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 14, 2001 - November 15, 2003
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
April 30, 2001 - June 4, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 30, 2001 - June 4, 2001
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
December 31, 2000 - April 17, 2001
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
September 14, 1998 - December 31, 2000
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
Past
June 1, 1998 - July 1, 1998
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
April 16, 1998 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
March 12, 1998 - March 26, 1998
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
June 24, 1996 - September 24, 1997
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Past
January 15, 1996 - May 3, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/11/2018)
RR
Arkansas(7/11/2018)
RR
California(7/11/2018)
RR
Colorado(8/7/2018)
RR
Florida(7/11/2018)
RR
Idaho(8/8/2018)
RR
Illinois(7/11/2018)
RR
Iowa(2/23/2021)
RR
Kansas(8/7/2018)
RR
Kentucky(7/11/2018)
RR
Michigan(8/8/2018)
RR
Mississippi(3/31/2020)
RR
Missouri(6/15/2018)
IAR
Missouri(7/24/2018)
RR
Nebraska(1/10/2019)
RR
New Mexico(8/7/2018)
RR
North Carolina(8/25/2020)
RR
South Carolina(8/8/2018)
RR
Texas(7/11/2018)
RR
Virginia(2/23/2021)
RR
Washington(7/11/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7417 Mexico Road Suite 104, St. Peters, MO 63376
Mailing Address
Phone number
(636) 397-6200
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,813 |
| AUM (Assets Under Management) | $ 4,082,513,557 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
