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William Carlton Shepherd

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 2023-01-26
  • VA RA
    APPROVED
    Since 2023-01-26

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 Llc Richmond VA 10/2018 12/2022
Federal Reserve Bank Of New York Chicago IL 10/2013 09/2018
Choreo, Llc Richmond VA 01/2023 Present
  • 10/2018 → 12/2022
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 10/2013 → 09/2018
    Federal Reserve Bank Of New York
    Chicago, IL
  • 01/2023 → Present
    Choreo, Llc
    Richmond, VA
Previous Registrations
  • 2020-01-31 → 2023-01-25
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-31
  • S65 Uniform Investment Adviser Law Examination
    2020-01-31

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
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