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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom 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

Sep 16, 2022

First registration

Sep 16, 2022

Dual registered

no

Other names

Daniel K Brackett|Daniel Brackett|Danny Brackett

IAPD individual key

7240416

• Occurred

  Apr 23, 2026
  Advisor changed firm

  Daniel Kenneth Brackett left Focus Partners Wealth, Llc for Choreo, Llc (registered 2026-05-06)

  Form ADVobserved 5 days ago
• Occurred

  Apr 3, 2025
  Advisor changed firm

  Daniel Kenneth Brackett left Advice And Planning Services for Focus Partners Wealth, Llc (registered 2025-04-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:971eade8-5808-b1bb-db1f-cc4b922358b6

First observed

Sep 16, 2022

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.