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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

CHOREO PARTNER ALLIANCE, LLC

CRD 325238

ROCKFORD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02dd1139-3f84-a126-cf9a-537bf2f9d50d

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 6
On other graphs: 0
Observed: Mar 31, 2023 to Sep 2, 2026
10 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 6
Employees: 13
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-127852
CRD: 325238
Filings on the tape: 10
First filed: Mar 31, 2023
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, DE
Website: choreoadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SHANNON ARLENE LAYMON-PECORARO	n/a	ROCKFORD, IL \| Virginia Beach, VA	1	14	1	no
Alexander Bern Fleming	Personal Financial Specialist	Middleburg, VA \| ROCKFORD, IL	1	17	n/a	no
TIM GREEN	n/a	ROCKFORD, IL \| Boulder, CO	1	23	n/a	no
GARY SCOTT PARKER	Chartered Financial Analyst	ROCKFORD, IL \| Charlotte, NC	1	23	n/a	yes
Jeffrey Neil Margolis	n/a	Seattle, WA \| ROCKFORD, IL	0	10	n/a	no
Christopher Lee DeBlanc	Certified Financial Planner\|Personal Financial Specialist	ROCKFORD, IL \| Tysons, VA	0	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARTLETT, CRAIG, JAMES	SENIOR VICE PRESIDENT OF ADVISORS	Na	yes	07/2023	Mar 26, 2024	Jun 28, 2024
BLAIR, GREGORY, WAYNE	CHIEF INFORMATION OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024
COMPASS PARENT, L.P.	Member	E	yes	01/2023	Mar 31, 2023	Jun 28, 2024
DOWLER, GREGORY, SCOTT	CHIEF OPERATING OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024
ENGLISH, DAVID, EMERY	CHIEF FINANCIAL OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024
FOX-FOLEY, MARISSA, CLAIRE	CHIEF MARKETING OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024
GOTLIN, MATTHEW, ARI	CHIEF INVESTMENT OFFICER	Na	yes	11/2023	Mar 26, 2024	Jun 28, 2024
Lee, Karen	CHIEF GROWTH OFFICER	Na	yes	09/2023	Mar 26, 2024	Jun 28, 2024
MILES, LAWRENCE, KENNETH	CHIEF EXECUTIVE OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024
PARTHENON INVESTORS VI PARALLEL, L.P.	LIMITED PARTNER	C	yes	01/2023	Mar 31, 2023	Jun 28, 2024
PARTHENON INVESTORS VI, L.P.	LIMITED PARTNER	C	yes	01/2023	Mar 31, 2023	Jun 28, 2024
PCP PARTNERS VI, L.P.	GENERAL PARTNER	F	yes	01/2023	Mar 31, 2023	Jun 28, 2024
PCP PARTNERS VI, L.P.	GENERAL PARTNER	F	yes	01/2023	Mar 31, 2023	Jun 28, 2024
PCP VI GP HOLDINGS, LLC	GENERAL PARTNER	F	yes	01/2023	Mar 31, 2023	Jun 28, 2024
TAMBURINI, LISA, MARIE	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Mar 31, 2023	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHOREO, LLC	n/a	Independent wealth	$19B	N	yes	n/a
CHOREO INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a
PCP PARTNERS VI, L.P.	n/a	n/a	n/a	Y	yes	n/a
PCP VI GP HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$0	$0	13	5	n/a	n/a
2024	Mar 26, 2025	$0	$0	14	5	n/a	n/a
2023	Mar 26, 2024	n/a	n/a	9	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	16.7%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	n/a	$0	n/a	n/a	n/a	13	14	0	0

Relationships

Affiliated with (2)

→ CHOREO, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CHOREO, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← Christopher Lee DeBlancAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← Jeffrey Neil MargolisAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← GARY SCOTT PARKERAdvisorregistration: current employment
Jul 3, 2025 to presentfactForm ADV
← TIM GREENAdvisorregistration: current employment
Jun 23, 2025 to presentfactForm ADV
← Alexander Bern FlemingAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
← SHANNON ARLENE LAYMON-PECORAROAdvisorregistration: current employment
Oct 3, 2024 to presentfactForm ADV
← Allen Kellam AyersAdvisorregistration: previous registration
Oct 24, 2024 to Mar 25, 2026factForm ADV

Controls (14)

← DOWLER, GREGORY, SCOTTOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← GOTLIN, MATTHEW, ARIOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 26, 2024 to Jun 28, 2024factForm ADV
← BARTLETT, CRAIG, JAMESOwnerSENIOR VICE PRESIDENT OF ADVISORS, ownership code NA, individual
Mar 26, 2024 to Jun 28, 2024factForm ADV
← MILES, LAWRENCE, KENNETHOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← FOX-FOLEY, MARISSA, CLAIREOwnerCHIEF MARKETING OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← TAMBURINI, LISA, MARIEOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← Lee, KarenOwnerCHIEF GROWTH OFFICER, ownership code NA, individual
Mar 26, 2024 to Jun 28, 2024factForm ADV
← BLAIR, GREGORY, WAYNEOwnerCHIEF INFORMATION OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← ENGLISH, DAVID, EMERYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2023 to Jun 28, 2024factForm ADV
← COMPASS PARENT, L.P.OwnerMEMBER, ownership code E, domestic entity
Mar 31, 2023 to Jun 28, 2024factForm ADV
← PARTHENON INVESTORS VI PARALLEL, L.P.OwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 31, 2023 to Jun 28, 2024factForm ADV
← PARTHENON INVESTORS VI, L.P.OwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 31, 2023 to Jun 28, 2024factForm ADV
← PCP PARTNERS VI, L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2023 to Jun 28, 2024factForm ADV
← PCP VI GP HOLDINGS, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2023 to Jun 28, 2024factForm ADV

Dated events

Occurred
Mar 25, 2026
Advisor changed firm
Allen Kellam Ayers left Choreo Partner Alliance, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person joined
James Craig Bartlett (Senior Vice President Of Advisors) appeared on Schedule A of Choreo Partner Alliance, Llc
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person joined
Ari Matthew Gotlin (Chief Investment Officer) appeared on Schedule A of Choreo Partner Alliance, Llc
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person joined
Karen Lee (Chief Growth Officer) appeared on Schedule A of Choreo Partner Alliance, Llc
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person left
Pisoni Maria Daley (Chief Growth And Practice Leader) no longer on Schedule A of Choreo Partner Alliance, Llc (listed 2023-04-17, absent 2024-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
First Form ADV filing
Choreo Partner Alliance, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02dd1139-3f84-a126-cf9a-537bf2f9d50d
First observed: Mar 31, 2023
Last observed: Sep 2, 2026 17 days ago
Source families: Federal regulator filings
3 registered feeds 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.

CHOREO PARTNER ALLIANCE, LLC

CRD 325238

ROCKFORD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02dd1139-3f84-a126-cf9a-537bf2f9d50d

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SHANNON ARLENE LAYMON-PECORARO

n/a

ROCKFORD, IL | Virginia Beach, VA

Alexander Bern Fleming

Personal Financial Specialist

Middleburg, VA | ROCKFORD, IL

n/a

TIM GREEN

n/a

ROCKFORD, IL | Boulder, CO

n/a

GARY SCOTT PARKER

Chartered Financial Analyst

ROCKFORD, IL | Charlotte, NC

n/a

yes

Jeffrey Neil Margolis

n/a

Seattle, WA | ROCKFORD, IL

n/a

Christopher Lee DeBlanc

Certified Financial Planner|Personal Financial Specialist

ROCKFORD, IL | Tysons, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTLETT, CRAIG, JAMES

SENIOR VICE PRESIDENT OF ADVISORS

yes

07/2023

Mar 26, 2024

Jun 28, 2024

BLAIR, GREGORY, WAYNE

CHIEF INFORMATION OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

COMPASS PARENT, L.P.

Member

yes

01/2023

Mar 31, 2023

Jun 28, 2024

DOWLER, GREGORY, SCOTT

CHIEF OPERATING OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

ENGLISH, DAVID, EMERY

CHIEF FINANCIAL OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

FOX-FOLEY, MARISSA, CLAIRE

CHIEF MARKETING OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

GOTLIN, MATTHEW, ARI

CHIEF INVESTMENT OFFICER

yes

11/2023

Mar 26, 2024

Jun 28, 2024

Lee, Karen

CHIEF GROWTH OFFICER

yes

09/2023

Mar 26, 2024

Jun 28, 2024

MILES, LAWRENCE, KENNETH

CHIEF EXECUTIVE OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

PARTHENON INVESTORS VI PARALLEL, L.P.

LIMITED PARTNER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

PARTHENON INVESTORS VI, L.P.

LIMITED PARTNER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

PCP PARTNERS VI, L.P.

GENERAL PARTNER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

PCP PARTNERS VI, L.P.

GENERAL PARTNER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

PCP VI GP HOLDINGS, LLC

GENERAL PARTNER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

TAMBURINI, LISA, MARIE

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

01/2023

Mar 31, 2023

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHOREO, LLC

n/a

Independent wealth

$19B

yes

n/a

CHOREO INSURANCE AGENCY, LLC

n/a

yes

n/a

PCP PARTNERS VI, L.P.

n/a

yes

n/a

PCP VI GP HOLDINGS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

n/a

2024

Mar 26, 2025

n/a

2023

Mar 26, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a