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David Jon Smallidge

Choreo, LLC

Sumter, SC

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-12-02
  • SC RA
    APPROVED
    Since 2019-12-02

Branch Locations

Sumter, SC • 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
Rsm Us Wealth Management Llc Minneapolis MN 09/2001 09/2019
Rsm Us Wealth Management Llc South Bend IN 10/2019 02/2022
Choreo, Llc Sumter SC 02/2022 Present
  • 09/2001 → 09/2019
    Rsm Us Wealth Management Llc
    Minneapolis, MN
  • 10/2019 → 02/2022
    Rsm Us Wealth Management Llc
    South Bend, IN
  • 02/2022 → Present
    Choreo, Llc
    Sumter, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-02
  • S65 Uniform Investment Adviser Law Examination
    2019-12-02
Other Names
  • Dave Smallidge
  • David Jon Smallidge

View on SEC IAPD

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