DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 17, 2026 | n/a | yes | Allentown, PA|ROCKFORD, IL | Current employment |
| NORTHEAST FINANCIAL GROUP, INC. | Mixed wealth | Aug 15, 2025 | Mar 5, 2026 | no | ALLENTOWN, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 2, 2002 | Sep 29, 2010 | no | BETHLEHEM, PA|ALLENTOWN, PA|BETHLEHEM, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHEAST FINANCIAL GROUP, INC. | CHOREO, LLC | Mar 5, 2026 | Mar 17, 2026 | 12 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | NORTHEAST FINANCIAL GROUP, INC. | Sep 29, 2010 | Aug 15, 2025 | 5,434 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122609:111221:PA:2026-03-05 | Mar 5, 2026 | Mar 17, 2026 | ALLENTOWN, PA | Firm change |