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Jeremy Daniel Fisher

Choreo, LLC

Charlotte, NC

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-11
NC RA APPROVED 2013-01-28
  • TX RA
    APPROVED_RES
    Since 2020-12-11
  • NC RA
    APPROVED
    Since 2013-01-28

Branch Locations

300 S Tryon St Suite 1500, Charlotte, NC 28202 • 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 Charlotte NC 12/2012 Present
  • 12/2012 → Present
    Rsm Us Wealth Management Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-25
  • S65 Uniform Investment Adviser Law Examination
    2013-01-25

View on SEC IAPD

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