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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-06 |
Branch Locations
1029 Greene Street, Augusta, GA 30901 • 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 Wealth Management , Llc | Augusta | GA | 03/2000 | 12/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2012 | 10/2016 |
| Choreo, Llc | August | GA | 01/2023 | Present |
1) Dempsey Companies, Investment-Related, 2951 Piedmont Road, NE, Suite 200, Atlanta, GA 30305. Insurance, Insurance Agent, 01/1998. 3 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. 3 hours/month. Initiate and service insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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