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Martha Marie Spivey

Choreo Partner Alliance, LLC

Rockford, IL

Atlanta, GA

CRD 7948849

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Employer firm

Choreo Partner Alliance, LLC CRD 325238

Reported services (Item 5G)

  • Selection of other advisers

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

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

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