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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-28 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
10960 Grantchester Way Suite 500, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 04/2019 | 01/2025 |
| Farmer Mac | Washington | DC | 06/2005 | 04/2019 |
| Unemployed | Laurel | MD | 01/2025 | 01/2026 |
| Choreo, Llc | Columbia | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
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