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Inactive

Sydney Cross

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
NC RA APPROVED 2024-04-26
  • NC RA
    APPROVED
    Since 2024-04-26

Branch Locations

227 W. Trade Street Suite 1000, 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
Unc Charlotte Charlotte NC 12/2016 05/2019
Unemployed Gaithersburg MD 08/2014 12/2016
Unemployed Gaithersburg MD 05/2019 07/2019
The Vanguard Group Charlotte NC 07/2019 10/2020
Jacqueline Fish Charlotte NC 10/2020 11/2020
Jacqueline Fish Charlotte NC 11/2020 Present
Northwestern Mutual Investment Services Llc Charlotte NC 11/2020 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2021 01/2024
Choreo, Llc Charlotte NC 02/2024 Present
  • 12/2016 → 05/2019
    Unc Charlotte
    Charlotte, NC
  • 08/2014 → 12/2016
    Unemployed
    Gaithersburg, MD
  • 05/2019 → 07/2019
    Unemployed
    Gaithersburg, MD
  • 07/2019 → 10/2020
    The Vanguard Group
    Charlotte, NC
  • 10/2020 → 11/2020
    Jacqueline Fish
    Charlotte, NC
  • 11/2020 → Present
    Jacqueline Fish
    Charlotte, NC
  • 11/2020 → Present
    Northwestern Mutual Investment Services Llc
    Charlotte, NC
  • 07/2021 → 01/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2024 → Present
    Choreo, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-26
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-26
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Other Names
  • Sydney Cross
  • Sydney Aunjena Cross
  • Sydney Cross

View on SEC IAPD

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