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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Katherine Anne Burak

Advisor at CHOREO, LLC

Charlotte, NC | ROCKFORD, IL

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Search this name across graphsid dfx:ria:7393560a-9b2a-3b3f-aa45-18d484d7e222

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 21, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 19, 2010
First registration: Jun 21, 2010
Dual registered: no
Other names: KATHERINE ANNE BARNWELL|KATHERINE ANNE BURAK|KATHERINE A BURAK|KATHERINE BURAK|KATIE BURAK|KATIE ANNE BURAK|KATIE A BURAK
IAPD individual key: 5641876

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHOREO, LLC	Independent wealth	Apr 20, 2026	n/a	yes	Charlotte, NC\|ROCKFORD, IL	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Mar 3, 2017	Dec 31, 2024	no	Charlotte, NC	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Apr 27, 2016	Feb 23, 2017	no	HUNTERSVILLE, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 25, 2015	Jan 12, 2016	no	FORT MILL, SC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 21, 2010	Feb 12, 2015	no	MOORESVILLE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	CHOREO, LLC	Dec 31, 2024	Apr 20, 2026	475	Firm change after gap	Ibd to RIA
PARK AVENUE SECURITIES LLC	VANGUARD ADVISERS, INC.	Feb 23, 2017	Mar 3, 2017	8	Firm change	Other
LPL FINANCIAL LLC	PARK AVENUE SECURITIES LLC	Jan 12, 2016	Apr 27, 2016	106	Firm change	Other

Relationships

Registered with (4)

→ CHOREO, LLCRegistered adviserregistration: current employment
Apr 20, 2026 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Mar 3, 2017 to Dec 31, 2024factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Apr 27, 2016 to Feb 23, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 25, 2015 to Jan 12, 2016factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Katherine Anne Burak left Vanguard Advisers, Inc. for Choreo, Llc (registered 2026-04-20)
Form ADVobserved 6 days ago