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7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-25 |
| NC | RA | APPROVED | 2013-04-05 |
Branch Locations
7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Planning Llc | Matthews | NC | 03/2013 | Present |
| Asset Dedication | San Franciso | CA | 09/2017 | Present |
Mr. Knight is an investment adviser representative with Cornerstone Planning. This is his full time occupation. Mr. Salter is registered with Asset Dedication as a solicitor solely due to the third-party investment management services provided by Asset Dedication to clients of Cornerstone Planning and the sharing of client' fees as a result. MR. KNIGHT IS THE CO-EXECUTIVE DIRECTOR OF A NON-PROFIT ORGANIZATION, THE MEN OF COURAGE FOUNDATION. HE DEVOTES APPROXIMATELY 15% OF HIS TIME TO THIS ACTIVITY, DURING NON-BUSINESS HOURS. Christopher Knight is licensed to sell life and health insurance and may engage in product sales with our clients, for which he will receive additional compensation. Any commissions received through life or health insurance sales do not offset advisory fees the client may pay for advisory services under Cornerstone. This activity accounts for 5% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-28 |
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