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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JEFFREY ALLEN GUMP

Advisor at CHOREO, LLC

ROCKFORD, IL | VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:8f6134be-66db-56ce-b4bf-6ea02add67ac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHOREO, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 7, 1999
First registration: Jun 2, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 3217954

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHOREO, LLC	Independent wealth	Jan 27, 2023	n/a	yes	ROCKFORD, IL\|VIRGINIA BEACH, VA	Current employment
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Former SEC adviser	Sep 23, 2010	Jan 25, 2023	no	VIRGINIA BEACH, VA	Previous registration
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Mar 14, 2008	Sep 21, 2010	no	VIRGINIA BEACH, VA\|DALLAS, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jul 29, 2003	Mar 14, 2008	no	VIRGINIA BEACH, VA\|VIRGINIA BEACH, VA	Previous registration
CHOREO, LLC	Independent wealth	Jun 2, 2003	Jul 29, 2003	no	VIRGINIA BEACH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHERRY BEKAERT WEALTH MANAGEMENT LLC	CHOREO, LLC	Jan 25, 2023	Jan 27, 2023	2	Firm change	RIA to RIA
LEVEL FOUR ADVISORY SERVICES	CHERRY BEKAERT WEALTH MANAGEMENT LLC	Sep 21, 2010	Sep 23, 2010	2	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	LEVEL FOUR ADVISORY SERVICES	Mar 14, 2008	Mar 14, 2008	0	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 29, 2003	Jul 29, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108504:111221:VA:2023-01-25	Jan 25, 2023	Jan 27, 2023	VIRGINIA BEACH, VA	Firm change

Relationships

Registered with (4)

→ CHOREO, LLCRegistered adviserregistration: previous registration
Jun 2, 2003 to Jul 29, 2003factForm ADV
→ CHERRY BEKAERT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 23, 2010 to Jan 25, 2023factForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 14, 2008 to Sep 21, 2010factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 29, 2003 to Mar 14, 2008factForm ADV

Dated events

Occurred
Jan 25, 2023
Advisor changed firm
Jeffrey Allen Gump left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-27)
Form ADVobserved 4 days ago