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

Apr 6, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Apr 6, 1994

First registration

Apr 1, 2003

Dual registered

yes, broker-dealer

Other names

RICK CUNDEY

IAPD individual key

2457336

• Occurred

  Jan 25, 2023
  Advisor changed firm

  Richard David Cundey left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-02-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cadabd88-a5b0-e7ef-e0d2-d9b78850ac79

First observed

Apr 1, 2003

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.