Best Investors Account Sign in
Inactive

Martha Marie Spivey

Choreo Partner Alliance, LLC

Rockford, IL

Atlanta, GA

Claim This Profile
Current Employers
Choreo Partner Alliance, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
GA RA APPROVED 2024-08-08
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • GA RA
    APPROVED
    Since 2024-08-08

Branch Locations

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

1075 Peachtree Street Nw Suite 1600, Atlanta, GA 30309 • 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
Cherry Bekeart Atlanta GA 03/2022 Present
Bessemer Trust Atlanta GA 03/2015 02/2022
Choreo Partner Alliance, Llc Rockford IL 06/2024 Present
  • 03/2022 → Present
    Cherry Bekeart
    Atlanta, GA
  • 03/2015 → 02/2022
    Bessemer Trust
    Atlanta, GA
  • 06/2024 → Present
    Choreo Partner Alliance, Llc
    Rockford, IL
Other Businesses

Partner of tax firm Cherry Bekaert, LLP.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-02
  • S65 Uniform Investment Adviser Law Examination
    2024-01-02
Other Names
  • Marci Spivey

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor