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Kevin Douglas Johnson

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 2024-06-18
  • NC RA
    APPROVED
    Since 2024-06-18

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
Cornerstone Wealth Planning, Llc Charlotte NC 10/2022 Present
Redeemer Presbyterian Church San Diego San Diego CA 06/2016 09/2022
Bridge Church San Diego San Diego CA 05/2014 05/2022
  • 10/2022 → Present
    Cornerstone Wealth Planning, Llc
    Charlotte, NC
  • 06/2016 → 09/2022
    Redeemer Presbyterian Church San Diego
    San Diego, CA
  • 05/2014 → 05/2022
    Bridge Church San Diego
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18

View on SEC IAPD

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