WC
Wonhee N. Cho
PEACHTREE PC INVESTORS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 5903574
WC
Professional summary
Wonhee Nmn Cho, who also goes by Brian Cho, Wonhee Cho, Brian Cho, is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia.
Wonhee is registered as a RR (Registered Representative) and started their career in finance in 2014. Wonhee has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 57, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Brian Cho | Wonhee Cho | Brian Cho
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Wonhee Nmn Cho's 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®
NoneExperience
Current
July 10, 2023 - Present
PEACHTREE PC INVESTORS, LLC
Office #1: One Alliance Center 3500 Lenox Road, Suite 625, Atlanta, GA 30326Office #2: 3500 Lenox Road Suite 625, Atlanta, GA 30326BD
CRD#: 301004
Atlanta, GA
Past
January 14, 2019 - September 14, 2022
PREFERRED CAPITAL SECURITIES, LLC
BD
CRD#: 169719
Atlanta, GA
Past
October 2, 2018 - January 4, 2019
PEACHCAP SECURITIES, INC.
BD
CRD#: 25590
ATLANTA, GA
Past
August 28, 2014 - October 1, 2018
FIS BROKERAGE & SECURITIES SERVICES LLC
BD
CRD#: 104162
GENEVA, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(7/10/2023)
RR
Alaska(7/10/2023)
RR
Arizona(7/10/2023)
RR
Arkansas(7/10/2023)
RR
California(7/10/2023)
RR
Colorado(7/10/2023)
RR
Connecticut(7/10/2023)
RR
Delaware(7/10/2023)
RR
District of Columbia(7/10/2023)
RR
Florida(7/10/2023)
RR
Georgia(7/10/2023)
RR
Hawaii(7/10/2023)
RR
Idaho(7/10/2023)
RR
Illinois(7/10/2023)
RR
Indiana(7/10/2023)
RR
Iowa(7/10/2023)
RR
Kansas(7/10/2023)
RR
Kentucky(7/10/2023)
RR
Louisiana(7/10/2023)
RR
Maine(7/10/2023)
RR
Maryland(7/10/2023)
RR
Massachusetts(7/10/2023)
RR
Michigan(7/10/2023)
RR
Minnesota(7/10/2023)
RR
Mississippi(7/10/2023)
RR
Missouri(7/10/2023)
RR
Montana(7/10/2023)
RR
Nebraska(7/10/2023)
RR
Nevada(7/10/2023)
RR
New Hampshire(7/10/2023)
RR
New Jersey(7/10/2023)
RR
New Mexico(7/10/2023)
RR
New York(7/10/2023)
RR
North Carolina(7/10/2023)
RR
North Dakota(7/10/2023)
RR
Ohio(7/11/2023)
RR
Oklahoma(7/10/2023)
RR
Oregon(7/10/2023)
RR
Pennsylvania(7/10/2023)
RR
Puerto Rico(7/10/2023)
RR
Rhode Island(7/10/2023)
RR
South Carolina(7/10/2023)
RR
South Dakota(7/10/2023)
RR
Tennessee(7/10/2023)
RR
Texas(7/10/2023)
RR
Utah(7/10/2023)
RR
Vermont(7/10/2023)
RR
Virginia(7/10/2023)
RR
Washington(7/10/2023)
RR
West Virginia(7/10/2023)
RR
Wisconsin(7/10/2023)
RR
Wyoming(7/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 11/26/2019
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC
CRD#: 301004 / SEC#: , 8-70317
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
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.
