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Advisor at CHOREO, LLC
Reno, NV | ROCKFORD, IL
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 9, 2023 | n/a | yes | ROCKFORD, IL|Reno, NV | Current employment |
| ENSO WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2021 | Jan 5, 2023 | no | Orinda, CA|PETALUMA, CA|RENO, NV|RENO, NV | 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 6, 2017 | May 30, 2017 | no | Lafayette, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jul 13, 2007 | Feb 28, 2017 | no | ALAMEDA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENSO WEALTH MANAGEMENT, LLC | CHOREO, LLC | Jan 5, 2023 | Jan 9, 2023 | 4 | Firm change | 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 28, 2017 | Mar 6, 2017 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287882:111221:NV:2023-01-05 | Jan 5, 2023 | Jan 9, 2023 | RENO, NV | Firm change |
| 169784:287882:CA:2017-05-30 | May 30, 2017 | May 30, 2017 | LAFAYETTE, CA | Firm change |
| 250:169784:CA:2017-02-22 | Feb 28, 2017 | Mar 6, 2017 | ALAMEDA, CA | Firm change |