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Advisor at CHOREO, LLC
Allentown, PA | ROCKFORD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHOREO, LLC | Independent wealth | Mar 11, 2026 | n/a | yes | Allentown, PA|ROCKFORD, IL | Current employment |
| NORTHEAST FINANCIAL GROUP, INC. | Mixed wealth | May 21, 2018 | Mar 5, 2026 | no | ALLENTOWN, PA|WYOMISSING, PA|ALLENTOWN, PA|Allentown, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 26, 2018 | May 9, 2018 | no | New York, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHEAST FINANCIAL GROUP, INC. | CHOREO, LLC | Mar 5, 2026 | Mar 11, 2026 | 6 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | NORTHEAST FINANCIAL GROUP, INC. | May 9, 2018 | May 21, 2018 | 12 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122609:111221:PA:2026-03-05 | Mar 5, 2026 | Mar 11, 2026 | ALLENTOWN, PA | Firm change |