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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-26 |
| VA | RA | APPROVED | 2023-01-26 |
Branch Locations
1850 Towers Crescent Plaza Suite 200, Tysons Corner, VA 22182 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Bekaert Wealth Management Llc | Richmond | VA | 08/2015 | 12/2022 |
| Choreo, Llc | Tysons Corner | VA | 01/2023 | Present |
Commonwealth Community Trust (CCT), 3811 Westerre Parkway, Suite G, Henrico, VA 23233, Investment-Related. CCT is a 501(3)c that manages a pooled-SNT, Board Member and Finance Committee Member, 10/2017, 5 hours/month devoted during securities trading hours. Oversees the investment manager of the pooled SNT.
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