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Inactive

Sheri Werner Nickolas

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 2026-04-08
  • VA RA
    APPROVED
    Since 2026-04-08

Branch Locations

200 S. 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
Choreo, Llc Richmond VA 01/2023 Present
Cherry Bekaert Wealth Management, Llc Richmond VA 07/2021 01/2023
The London Company Of Virginia, Llc Richmond VA 01/2011 07/2021
  • 01/2023 → Present
    Choreo, Llc
    Richmond, VA
  • 07/2021 → 01/2023
    Cherry Bekaert Wealth Management, Llc
    Richmond, VA
  • 01/2011 → 07/2021
    The London Company Of Virginia, Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08
Other Names
  • Sheri Dawn Werner
  • Sheri Werner Puryear

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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