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RIA / WealthAdvisor10 years in industry

KATARZYNA QUIROZ

Advisor at CHOREO, LLC

Fort Collins, CO | ROCKFORD, IL

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Search this name across graphsid dfx:ria:aa5f33a0-a403-897d-6f82-355023a40dd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2017 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: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 30, 2016
First registration: Jan 13, 2017
Dual registered: no
Other names: KATARZYNA KONDRACKA
IAPD individual key: 6400717

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	Aug 31, 2026	n/a	yes	Fort Collins, CO\|ROCKFORD, IL	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	Sep 9, 2020	Dec 9, 2024	no	SCOTTSDALE, AZ\|NEWPORT BEACH, CA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 12, 2018	Jun 10, 2020	no	TEMPE, AZ	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 13, 2017	Nov 1, 2018	no	TEMPE, AZ\|FAIRFAX, VA\|TEMPE, AZ	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
BEACON POINTE ADVISORS, LLC	CHOREO, LLC	Dec 9, 2024	Aug 31, 2026	630	Firm change after gap	RIA to RIA
EDELMAN FINANCIAL ENGINES	BEACON POINTE ADVISORS, LLC	Jun 10, 2020	Sep 9, 2020	91	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Oct 12, 2018	-20	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ CHOREO, LLCRegistered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 9, 2020 to Dec 9, 2024factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Oct 12, 2018 to Jun 10, 2020factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 13, 2017 to Nov 1, 2018factForm ADV

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
Katarzyna Quiroz left Beacon Pointe Advisors, Llc for Choreo, Llc (registered 2026-08-31)
Form ADVobserved 6 days ago