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Advisor at CHOREO, LLC
ROCKFORD, IL | Orinda, CA
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 | Jan 12, 2026 | n/a | yes | Orinda, CA|ROCKFORD, IL | Current employment |
| ENSO WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2021 | Jan 5, 2023 | no | Orinda, CA|PETALUMA, CA | Previous registration |
| ENSO WEALTH MANAGEMENT, LLC | Former SEC adviser | May 30, 2017 | Dec 31, 2020 | no | Lafayette, CA | Previous registration |
| DECOTA WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 1, 2017 | May 30, 2017 | no | Lafayette, CA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 14, 2014 | Feb 22, 2017 | no | ST LOUIS, MO|LAFAYETTE, CA|WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENSO WEALTH MANAGEMENT, LLC | CHOREO, LLC | Jan 5, 2023 | Jan 12, 2026 | 1,103 | Firm change after gap | RIA to RIA |
| DECOTA WEALTH MANAGEMENT, LLC | ENSO WEALTH MANAGEMENT, LLC | May 30, 2017 | May 30, 2017 | 0 | Firm change | Other |
| EDWARD JONES | DECOTA WEALTH MANAGEMENT, LLC | Feb 22, 2017 | Mar 1, 2017 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287882:111221:CA:2023-01-05 | Jan 5, 2023 | Jan 12, 2026 | PETALUMA, CA | Firm change after gap |
| 169784:287882:CA:2017-05-30 | May 30, 2017 | May 30, 2017 | LAFAYETTE, CA | Firm change |
| 250:169784:CA:2017-02-22 | Feb 22, 2017 | Mar 1, 2017 | WALNUT CREEK, CA | Firm change |