Daniel Edward Smith

1) 04/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CORNERSTONE WEALTH MANAGEMENT - INVESTMENT RELATED - DES PERES, MO 63131 2) 08/2018 - Vacation property rental; not investment-related; 4119 Nancee Drive, Panama City Beach, FL 32408; jointly own this rental property with spouse; started renting in 08/2018; no time is devoted to this activity. 3) 7/6/2021 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 4/1/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 4/2021. 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. 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 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% 5) 12/21/2023 - DPK3 - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/02/2021 - 0 Hours Per Month/ During Trading