Richard David Cundey

Current Employers

Employment History

• 05/2004 → 12/2022
  Cherry Bekaert Wealth Management Services, L.L.C.
  Augusta, GA
• 10/2012 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Choreo, Llc
  Augusta, GA

Previous Registrations

• 2004-05-26 → 2023-01-25
  Cherry Bekaert Wealth Management Llc
  Augusta, GA
• 2003-04-01 → 2004-04-05
  Citigroup Global Markets Inc.
  Augusta, GA

Other Businesses

1) Dempsey Companies, Investment-Related, 2951 Piedmont Road, NE, Suite 200, Atlanta, GA 30305. Insurance, Insurance Agent, 01/2011. 0.5 hours/month. Initiate and service insurance products. 2) Ash Brokerage, Investment-Related, 8888 South Harrison Street, Suite 900, Fort Wayne, IN, 46802. Insurance, Insurance Agent, 09/2022. 5 hours/month. Initiate and service insurance products. 3) Purshe Kaplan Sterling Investments, 80 State Street, Albany, NY 12207. Broker/Dealer, Registered Representative, 06/2012. 5 hours/month. Initiate and service insurance products and previously sold securities. 4) Choreo LLC. Investment Related. 801 Nicollet Mall, Suite 1200 Minneapolis, MN 55402. RIA. Managing Director. 1/1/2023. Hrs/month 160 all during trading hours. Full time advisor for Choreo LLC. Manage a book of business and charge investment advisory fees based on client's AUM. 5) Highland Capital Brokerage. Investment Related. At registered location. Fixed Insurance. Agent. 4/1/2025. 5 hrs/ month. 3 hrs/month during securities trading hours. Insurance consulting 6) DPL Financial Partners. Investment Related. At registered location. Fixed Insurance. Agent. 4/1/2025. 1 hr/month. 1 hr/month during securities trading hours. Insurance consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-15
• S63 Uniform Securities Agent State Law Examination
  1994-04-06

Designations

Other Names

• Rick Cundey