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.

Current firm

CHOREO, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 22, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66|S63

First exam

Oct 22, 1998

First registration

Nov 13, 2015

Dual registered

no

IAPD individual key

3093476

• Occurred

  Nov 2, 2023
  Advisor changed firm

  Michael Joseph Lynch left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4b2f97bd-0001-0de3-a1ca-e24822d574cf

First observed

Nov 13, 2015

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed 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.