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.

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

Dec 13, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S65|S63

First exam

Dec 13, 1997

First registration

Feb 17, 1998

Dual registered

no

Other names

WESLEY H WATKINS

IAPD individual key

2992098

• Occurred

  Jan 25, 2023
  Advisor changed firm

  Wesley Howell Watkins left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fa54408-e366-ff41-4f5d-194e45081a94

First observed

Feb 17, 1998

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.