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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED_RES | 2023-01-30 |
| VA | RA | APPROVED | 2023-01-30 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
222 Central Park Avenue Suite 1400, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| Cherry Bekaert Wealth Management L.L.C. | Virginia Beach | VA | 01/2004 | 12/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2012 | Present |
| Choreo, Llc | Virginia Beach | VA | 01/2023 | Present |
1) Dempsey Companies, Investment-Related, 2951 Piedmont Road, NE, Suite 200, Atlanta, GA 30305. Insurance, Insurance Agent, 01/2011. 15 hours/month. Initiate and service insurance products. 2) Ash Brokerage, Investment-Related, 8888 South Harrison Street, Suite 900, Fort Wayne, IN, 46802. Insurance, Insurance Agent, 12/2022. 1 hour/month. Initiate and service insurance products. 3) Purshe Kaplan Sterling Investments, 80 State Street, Albany, NY 12207. Broker/Dealer, Registered Representative, 06/2012. 7 hours/month. Initiate and service insurance products and previously sold securities. 4) Choreo LLC. Investment Related. 801 Nicollet Mall, Suite 1200 Minneapolis, MN 55402. RIA. Senior Director. 1/1/2023. Hrs/month 160 all during trading hours. Full time advisor for Choreo LLC. Manage a book of business and charge investment advisory fees based on client's AUM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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