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RIA / WealthAdvisorCertified Financial Planner32 years in industry

PETER PAUL JENKINS

Advisor at CHOREO, LLC

ROCKFORD, IL | Columbia, MD

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:91094bdf-8930-8f2f-a458-17ace16bed3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2002 to Sep 14, 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: Feb 15, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63|S65
First exam: Feb 15, 1994
First registration: Feb 22, 2002
Dual registered: no
Other names: PETER P JENKINS
IAPD individual key: 2443917

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	Nov 2, 2023	n/a	yes	Columbia, MD\|ROCKFORD, IL	Current employment
BDO WEALTH ADVISORS, LLC	Former SEC adviser	Feb 6, 2020	Nov 2, 2023	no	COLUMBIA, MD\|COLUMBIA, MD	Previous registration
BIEGEL WALLER INVESTMENT ADVISORY SERVICES	Former SEC adviser	Jan 11, 2010	Jan 24, 2020	no	COLUMBIA, MD	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 17, 2003	Jan 13, 2010	no	WEST CONSHOHOCKEN, PA\|BALTIMORE, MD	Previous registration
PERSHING LLC	n/a	Feb 22, 2002	Jan 17, 2003	no	BALTIMORE, MD	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
BDO WEALTH ADVISORS, LLC	CHOREO, LLC	Nov 2, 2023	Nov 2, 2023	0	Firm change	RIA to RIA
BIEGEL WALLER INVESTMENT ADVISORY SERVICES	BDO WEALTH ADVISORS, LLC	Jan 24, 2020	Feb 6, 2020	13	Firm change	RIA to RIA
CREDIT SUISSE SECURITIES (USA) LLC	BIEGEL WALLER INVESTMENT ADVISORY SERVICES	Jan 13, 2010	Jan 11, 2010	-2	Firm change	Other
PERSHING LLC	CREDIT SUISSE SECURITIES (USA) LLC	Jan 17, 2003	Jan 17, 2003	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
222525:111221:MD:2023-11-02	Nov 2, 2023	Nov 2, 2023	COLUMBIA, MD	Firm change
109597:222525:MD:2020-01-24	Jan 24, 2020	Feb 6, 2020	COLUMBIA, MD	Firm change

Relationships

Registered with (5)

→ CHOREO, LLCRegistered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ BDO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 6, 2020 to Nov 2, 2023factForm ADV
→ BIEGEL WALLER INVESTMENT ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 11, 2010 to Jan 24, 2020factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Jan 13, 2010factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
Feb 22, 2002 to Jan 17, 2003factForm ADV

Dated events

Occurred
Nov 2, 2023
Advisor changed firm
Peter Paul Jenkins left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)
Form ADVobserved 4 days ago