David Worth Winslow

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-23
TX	RA	APPROVED	2020-12-11
NC	RA	APPROVED	2007-11-12

Branch Locations

227 W. Trade Street Suite 1100, Charlotte, NC 28202 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Rsm Us Wealth Management Llc	Charlotte	NC	11/2007	02/2022
Choreo, Llc	Charlotte	NC	02/2022	Present

2002-09-24 → 2007-11-02

Cherry Bekaert Wealth Management Llc

Charlotte, NC
2002-05-09 → 2002-09-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-12-14
S63	Uniform Securities Agent State Law Examination	1995-11-02

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