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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-08 |
| NC | RA | APPROVED | 2025-07-03 |
Branch Locations
227 West Trade St Suite 1100, Charlotte, NC 28202 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greer & Walker Corporate Finance, Llc | Charlotte | NC | 09/2008 | Present |
| Choreo Partner Alliance, Llc | Rockford | IL | 07/2025 | Present |
1.GreerWalker Corporate Finance, LLC. 227 W Trade St., Suite 1100, Charlotte, NC 28202. Non-Securities related, Managing Director. Compensation is received via salary and bonuses. Full time- split between both entities and hours are kept during regular business hours. Accounting and Consulting, Financial Advisory Services, Accounting and financial consulting services. 2.GreerWalker LLP, 227 W Trade St., Suite 1100, Charlotte, NC 282022. Non-Securities related, Managing Director. Compensation is received via salary and bonuses. Full time- split between both entities and hours are kept during regular business hours. Consulting, Consulting Services. 3. Choreo Partner Alliance, LLC. 6735 Vistagreen Way, Suite 110, Rockford, IL 61107. Securities related. Investment Adviser Representative. Start Date: 7/28/2025. Typically 2 hours per month kept during and outside of regular business hours. Refer prospective investment advisory clients to Choreo Partner Alliance's advisory affiliate, Choreo, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2003-03-04 |
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