Gary S. Parker

CHOREO PARTNER ALLIANCE

Charlotte, NC 28202

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CRD#: 1836520

Professional summary

Gary Scott Parker is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Charlotte, North Carolina and STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gary has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.GreerWalker Corporate Finance, LLC. 227 W Trade St., Suite 1100, Charlotte, NC 28202. Non-Securities related, Managing Director. Compensation is received via salary and bonuses. Full time- split between both entities and hours are kept during regular business hours. Accounting and Consulting, Financial Advisory Services, Accounting and financial consulting services. 2.GreerWalker LLP, 227 W Trade St., Suite 1100, Charlotte, NC 282022. Non-Securities related, Managing Director. Compensation is received via salary and bonuses. Full time- split between both entities and hours are kept during regular business hours. Consulting, Consulting Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Parker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2025 - Present

CHOREO PARTNER ALLIANCE, LLC

Office #1: 227 West Trade St Suite 1100, Charlotte, NC 28202

RIA

CRD#: 325238

Charlotte, NC

Current

September 7, 2012 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd, Suite 600, Tampa, FL 33609

CRD#: 133146

TAMPA, FL

Past

November 15, 1988 - February 19, 1991

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 19002

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

Registered Investment Advisory firm - (5/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/11/2025)

California
(11/14/2024)

North Carolina
(9/24/2012)

IAR

North Carolina
(7/3/2025)

IAR

South Carolina
(7/8/2025)

Wisconsin
(9/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/21/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/4/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 9/6/2012

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

Registered Investment Advisory firm - (5/3/2023 Approved)

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Contact information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Mailing Address

Phone number

(312) 702-1680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHOREO PARTNER ALLIANCE FORM ADV 2A MARCH 2025 FINAL (3/26/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary S. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLPOINT CAPITAL, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

CHOREO PARTNER ALLIANCE, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/2012

Series 65

Date: 3/4/2003

SIE

Date: 10/1/2018

Series 79

Date: 9/6/2012

Series 7

Date: 5/21/1988

FINRA

Current Firm

CHOREO PARTNER ALLIANCE, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CHOREO PARTNER ALLIANCE, LLC

TRUST BUT VERIFY

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