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Sidney Bert King

Cornerstone Wealth Planning

Charlotte, NC

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Current Employers
Cornerstone Wealth Planning

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-01
  • NC RA
    APPROVED
    Since 2023-11-01

Branch Locations

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Charlotte NC 12/2007 10/2023
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 12/2007 10/2023
Cornerstone Wealth Planning Charlotte NC 10/2023 Present
  • 12/2007 → 10/2023
    Tiaa
    Charlotte, NC
  • 12/2007 → 10/2023
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 10/2023 → Present
    Cornerstone Wealth Planning
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-08
S65 Uniform Investment Adviser Law Examination 2004-07-21
  • S63 Uniform Securities Agent State Law Examination
    2008-02-08
  • S65 Uniform Investment Adviser Law Examination
    2004-07-21
Designations
Other Names
  • Sidney Bert King

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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