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RIA / WealthAdvisorCertified Financial Planner15 years in industry

ANTHONY Robert LUPPI

Advisor at CHOREO, LLC

ROCKFORD, IL | Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7baf418a-580b-4de3-c667-84bdd10295fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 2, 2011 to Sep 15, 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: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 1, 2011
First registration: Aug 2, 2011
Dual registered: no
Other names: ANTHONY ROBERT LUPPI|TONY LUPPI|ANTHONY LUPPI
IAPD individual key: 5854890

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	Mar 5, 2026	n/a	yes	Irvine, CA\|ROCKFORD, IL	Current employment
INSIGHT WEALTH STRATEGIES, LP	Former SEC adviser	Apr 4, 2023	Mar 5, 2026	no	IRVINE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 2, 2011	Apr 4, 2023	no	IRVINE, CA\|IRVINE, CA\|BREA, CA\|BREA, CA\|LAGUNA NIGUEL, CA\|IRVINE, CA\|LAGUNA NIGUEL, CA	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
INSIGHT WEALTH STRATEGIES, LP	CHOREO, LLC	Mar 5, 2026	Mar 5, 2026	0	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	INSIGHT WEALTH STRATEGIES, LP	Apr 4, 2023	Apr 4, 2023	0	Firm change	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151437:111221:CA:2026-03-05	Mar 5, 2026	Mar 5, 2026	IRVINE, CA	Firm change

Relationships

Registered with (3)

→ CHOREO, LLCRegistered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ INSIGHT WEALTH STRATEGIES, LPRegistered adviserregistration: previous registration
Apr 4, 2023 to Mar 5, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 2, 2011 to Apr 4, 2023factForm ADV

Dated events

Occurred
Mar 5, 2026
Advisor changed firm
Anthony Robert Luppi left Insight Wealth Strategies, Lp for Choreo, Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2023
Advisor changed firm
Anthony Robert Luppi left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Insight Wealth Strategies, Lp (registered 2023-04-04)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7baf418a-580b-4de3-c667-84bdd10295fa
First observed: Aug 2, 2011
Last observed: Sep 15, 2026 5 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.

ANTHONY Robert LUPPI

Advisor at CHOREO, LLC

ROCKFORD, IL | Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7baf418a-580b-4de3-c667-84bdd10295fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHOREO, LLC

Independent wealth

Mar 5, 2026

n/a

yes

Irvine, CA|ROCKFORD, IL

Current employment

INSIGHT WEALTH STRATEGIES, LP

Former SEC adviser

Apr 4, 2023

Mar 5, 2026

IRVINE, CA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Aug 2, 2011

Apr 4, 2023

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INSIGHT WEALTH STRATEGIES, LP

CHOREO, LLC

Mar 5, 2026

Firm change

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INSIGHT WEALTH STRATEGIES, LP

Apr 4, 2023

Firm change

Wirehouse to RIA

Team

Left

Joined

From

Kind

151437:111221:CA:2026-03-05

Mar 5, 2026

IRVINE, CA

Firm change