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Inactive

Nicholas Roger Bertozzi

Choreo, LLC

Richmond, VA

Rockford, IL

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Current Employers
Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-01-27
  • VA RA
    APPROVED
    Since 2023-01-27

Branch Locations

200 South 10Th Street Suite 900, Richmond, VA 23219 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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
Cherry Bekaert Wealth Management Richmond VA 01/2013 09/2018
Sbk Financial, Inc. Richmond VA 09/2018 10/2018
Cherry Bekaert Wealth Management Llc Richmond VA 10/2018 12/2022
Choreo, Llc Richmond VA 01/2023 Present
  • 01/2013 → 09/2018
    Cherry Bekaert Wealth Management
    Richmond, VA
  • 09/2018 → 10/2018
    Sbk Financial, Inc.
    Richmond, VA
  • 10/2018 → 12/2022
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 01/2023 → Present
    Choreo, Llc
    Richmond, VA
Previous Registrations
  • 2018-10-24 → 2023-01-25
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 2018-09-12 → 2018-10-17
    Wealthcrossing
    Richmond, VA
  • 2013-02-04 → 2018-09-07
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 2008-01-23 → 2013-01-15
    Roseline Capitol Advisors, Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-22
S63 Uniform Securities Agent State Law Examination 2006-07-10
  • S65 Uniform Investment Adviser Law Examination
    2008-01-22
  • S63 Uniform Securities Agent State Law Examination
    2006-07-10

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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