MS
MS

Martha Marie Spivey

1 Year of Experience
Compensation
N/A
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martha is a partner at the tax firm Cherry Bekaert, LLP. This activity is not investment-related.

Employment History
Current Registrations
Choreo Partner Alliance, LLC
June 2024 - Present · 1 yr 8 mos
State Registrations2 states
GAMN
Advisor
Exams
No exam information available for this advisor.