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SL

Shannon A. Laymon-pecoraro

CHOREO PARTNER ALLIANCE
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 5923994
SL

Professional summary

Shannon Arlene Laymon-pecoraro, who also goes by Shannon Arlene Laymon, is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Virginia Beach, Virginia.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Shannon has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shannon Arlene Laymon

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.
Hook Law Center, P.C, not investment related, Portsmouth VA, Law Firm, Attorney, 06/2012, 40+ hours spent on this activity during the work week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon Arlene Laymon-pecoraro'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

October 3, 2024 - Present

CHOREO PARTNER ALLIANCE, LLC

Office #1: 4768 Euclid Rd Suite 103, Virginia Beach, VA 23462
RIA
CRD#: 325238
Virginia Beach, VA
Past

May 5, 2017 - January 18, 2024

HOOK FINANCIAL SERVICES, LLC

RIA
CRD#: 133805
VIRGINIA BEACH, VA

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".
CP
CHOREO PARTNER ALLIANCE, LLC
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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/4/2024)
IAR
Virginia
(10/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2017
Uniform Investment Adviser Law Examination

Current Firm

CP
CHOREO PARTNER ALLIANCE, LLC
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
14

SEC notice filing (21 States and Territories)

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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.

Company Information

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238Virginia Beach, VA 23462

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