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.

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 16, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Oct 16, 1991

First registration

Aug 28, 1998

Dual registered

yes, broker-dealer

IAPD individual key

2177794

• Occurred

  Jul 9, 2026
  Advisor changed firm

  Peter Michael Maris left Resource Financial Group, Ltd. for Choreo, Llc (registered 2026-07-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f84c0e3-798e-9062-8b17-bd825b5edc8b

First observed

Aug 28, 1998

Last observed

Sep 15, 2026 4 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.