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7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-06-29 |
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 | 02/2015 | Present |
| Asset Dedication | San Francisco | CA | 09/2017 | Present |
Mr. Salter 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
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