DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHOREO, LLC
ROCKFORD, IL | Virginia Beach, VA
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 | Nov 2, 2023 | n/a | yes | Virginia Beach, VA|ROCKFORD, IL | Current employment |
| BDO WEALTH ADVISORS, LLC | Former SEC adviser | Oct 10, 2022 | Nov 2, 2023 | no | JACKSONVILLE, FL | Previous registration |
| 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222525:111221:FL:2023-11-02 | Nov 2, 2023 | Nov 2, 2023 | JACKSONVILLE, FL | Firm change |