Joy Lavern Parduhn

Employer firm

Choreo, LLC CRD 111221

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → 08/2017
  Exencial Wealth Advisors
  Oklahoma City, OK
• 12/2017 → 01/2020
  Ameritrust Investment Advisors Inc
  Oklahoma City, OK
• 01/2020 → Present
  Rsm Us Wealth Management Llc
  Oklahoma City, OK
• 09/2017 → 12/2017
  Unemployed
  Edmond, OK

Previous Registrations

• 2018-11-15 → 2020-02-10
  Ameritrust Investment Advisors Inc
  Oklahoma City, OK
  Tulsa, OK
• 2004-06-08 → 2017-08-02
  Exencial Wealth Advisors
  Oklahoma City, OK
  Oklahoma City, OK
• 2003-03-17 → 2004-10-07
  Cambridge Investment Research, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
• 2002-09-25 → 2003-02-03
  Prudential Equity Group, Llc
  Edmond, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-11-03

Other Names

• Joy Lavern Omalza
• Joy L Parduhn