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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdom Wealth Care | Greensboro | NC | 06/2023 | Present |
| Law Offices Of Cheryl David | Greensboro | NC | 06/2023 | Present |
| Claire's, Inc. | Greensboro | NC | 07/2022 | 06/2023 |
| Lincoln Financial Group | Greensboro | NC | 07/2016 | 06/2022 |
| Avantax Investment Services Inc. | Greensboro | NC | 04/2024 | 09/2025 |
| Avantax Advisory Services | Greensboro | NC | 04/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Greensboro | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) WISDOM WEALTH CARE POSITION: Client Services Coordinator NATURE: Wisdom Wealth Care is the financial planning arm of the Law Offices of Cheryl David. Our Advisors provide financial planning services to clients including investment management, retirement planning, investment planning, and general financial advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/19/2023 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: Scheduling client appointment, preparing paperwork for clients, managing client records, answering customer calls, assisting financial advisors with any and all tasks requested. 2) LAW OFFICES OF CHERYL DAVID POSITION: Accountant NATURE: The Law Office of Cheryl David provides estate planning for clients. This includes the preparation of deeds, wills, and trusts, as well as the administration of estates and trusts for clients following their death. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/19/2023 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: In this role I assist with billing, accounting, financial reporting, banking, and record keeping for the Law Offices of Cheryl David.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-13 |
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