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Advisor at CHOREO, LLC
ROCKFORD, IL | Weston, FL
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 16, 2025 | n/a | yes | ROCKFORD, IL|Weston, FL | Current employment |
| BDO WEALTH ADVISORS, LLC | Former SEC adviser | Oct 20, 2016 | Nov 2, 2023 | no | Fort Lauderdale, FL | Previous registration |
| GSK WEALTH ADVISORS, INC. | Former SEC adviser | Aug 21, 2014 | Oct 4, 2016 | no | FORT LAUDERDALE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2006 | Jun 3, 2014 | no | COLUMBUS, OH | Previous registration |
| KEYBANC CAPITAL MARKETS INC. | n/a | Oct 7, 2005 | Aug 3, 2006 | no | DUBLIN, OH|DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BDO WEALTH ADVISORS, LLC | CHOREO, LLC | Nov 2, 2023 | Jan 16, 2025 | 441 | Firm change after gap | RIA to RIA |
| GSK WEALTH ADVISORS, INC. | BDO WEALTH ADVISORS, LLC | Oct 4, 2016 | Oct 20, 2016 | 16 | Firm change | Other |
| WELLS FARGO ADVISORS | GSK WEALTH ADVISORS, INC. | Jun 3, 2014 | Aug 21, 2014 | 79 | Firm change | Other |
| KEYBANC CAPITAL MARKETS INC. | WELLS FARGO ADVISORS | Aug 3, 2006 | Jul 31, 2006 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222525:111221:FL:2023-11-02 | Nov 2, 2023 | Jan 16, 2025 | FORT LAUDERDALE, FL | Firm change after gap |
| 126603:222525:FL:2016-10-04 | Oct 4, 2016 | Oct 20, 2016 | FORT LAUDERDALE, FL | Firm change |