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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-30 |
Branch Locations
200 South 10Th Street Suite 900, Richmond, VA 23219 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Bekaert Llp | Richmond | VA | 01/2008 | 04/2019 |
| Cherry Bekaert Wealth Management L.L.C. | Richmond | VA | 01/2008 | 12/2022 |
| Cherry Bekaert Llp | Richmond | VA | 05/2019 | 12/2022 |
| Choreo, Llc | Richmond | VA | 01/2023 | Present |
1) GOODWILL INDUSTRIES OF CENTRAL & COASTAL VIRGINIA; RICHMOND VA; NOT-INVESTMENT RELATED BUSINESS; 6301 MIDLOTHIAN TURNPIKE, RICHMOND, VA 23225; GOODWILL PROVIDES FREE CAREER COUNSELING AND SKILLS TRAINING; VOLUNTEER BOARD DIRECTOR, INVESTMENT, FINANCE, AND AUDIT COMMITTEE MEMBER; START DATE 6/20/2008; 5 HOURS/MONTH; PROVIDES OVERSIGHT TO THE BOARD AND VARIOUS COMMITTEES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-13 |
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