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RIA / WealthAdvisor30 years in industry

TREVOR JOE EMERY

Advisor at CHOREO, LLC

ROCKFORD, IL | Denver, CO

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:9eaf577b-bfaa-398a-6b74-e4bda539094c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2001 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: Mar 6, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Mar 6, 1996
First registration: Feb 23, 2001
Dual registered: no
IAPD individual key: 2578153

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	Denver, CO\|ROCKFORD, IL	Current employment
BDO WEALTH ADVISORS, LLC	Former SEC adviser	Mar 19, 2021	Nov 2, 2023	no	DENVER, CO\|COLUMBIA, MD	Previous registration
COSYNTRIS ADVISORY NETWORK, LLC	Former SEC adviser	Jun 25, 2013	Feb 5, 2021	no	DENVER, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 30, 2007	Sep 25, 2012	no	DENVER, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 23, 2001	Dec 13, 2007	no	DENVER, CO\|DENVER, CO	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
COSYNTRIS ADVISORY NETWORK, LLC	BDO WEALTH ADVISORS, LLC	Feb 5, 2021	Mar 19, 2021	42	Firm change	RIA to RIA
WELLS FARGO ADVISORS	COSYNTRIS ADVISORY NETWORK, LLC	Sep 25, 2012	Jun 25, 2013	273	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Dec 13, 2007	Nov 30, 2007	-13	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
165106:222525:CO:2021-02-05	Feb 5, 2021	Mar 19, 2021	DENVER, CO	Firm change

Relationships

Registered with (5)

→ CHOREO, LLCRegistered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ BDO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 19, 2021 to Nov 2, 2023factForm ADV
→ COSYNTRIS ADVISORY NETWORK, LLCRegistered adviserregistration: previous registration
Jun 25, 2013 to Feb 5, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 30, 2007 to Sep 25, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 23, 2001 to Dec 13, 2007factForm ADV

Dated events

Occurred
Nov 2, 2023
Advisor changed firm
Trevor Joe Emery left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)
Form ADVobserved 5 days ago