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Advisor at CHOREO, LLC
Denver, CO | 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 | Nov 2, 2023 | n/a | yes | Denver, CO|ROCKFORD, IL | Current employment |
| BDO WEALTH ADVISORS, LLC | Former SEC adviser | Mar 19, 2021 | Nov 2, 2023 | no | DENVER, CO|COLUMBIA, MD | Previous registration |
| COSYNTRIS ADVISORY NETWORK, LLC | Former SEC adviser | Jan 17, 2013 | Feb 5, 2021 | no | DENVER, CO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 30, 2007 | Sep 25, 2012 | no | DENVER, CO | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 3, 2007 | Dec 12, 2007 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BDO WEALTH ADVISORS, LLC | CHOREO, LLC | Nov 2, 2023 | Nov 2, 2023 | 0 | Firm change | RIA to RIA |
| COSYNTRIS ADVISORY NETWORK, LLC | BDO WEALTH ADVISORS, LLC | Feb 5, 2021 | Mar 19, 2021 | 42 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | COSYNTRIS ADVISORY NETWORK, LLC | Sep 25, 2012 | Jan 17, 2013 | 114 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Dec 12, 2007 | Nov 30, 2007 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222525:111221:MD:2023-11-02 | Nov 2, 2023 | Nov 2, 2023 | COLUMBIA, MD | Firm change |
| 165106:222525:CO:2021-02-05 | Feb 5, 2021 | Mar 19, 2021 | DENVER, CO | Firm change |