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Advisor at CHOREO, LLC
ROCKFORD, IL | Sudbury, MA
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 | May 2, 2016 | n/a | yes | ROCKFORD, IL|Sudbury, MA | Current employment |
| Mariner | Independent wealth | Feb 19, 2010 | Mar 22, 2016 | no | OVERLAND PARK,, KS|Worcester, MA | Previous registration |
| SII INVESTMENTS, INC. | Former SEC adviser | Apr 30, 2008 | Nov 19, 2008 | no | WESTBOROUGH, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 5, 2000 | Apr 7, 2008 | no | MALBOROUGH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Mariner | CHOREO, LLC | Mar 22, 2016 | May 2, 2016 | 41 | Firm change | Other |
| SII INVESTMENTS, INC. | Mariner | Nov 19, 2008 | Feb 19, 2010 | 457 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | SII INVESTMENTS, INC. | Apr 7, 2008 | Apr 30, 2008 | 23 | Firm change | Other |