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

Aug 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

Exams

S65

First exam

Jul 2, 2021

First registration

Jul 3, 2021

Dual registered

no

Other names

MATT KLINE|MATTHEW C KLINE|MATTHEW C KLINE|MATTHEW Christian KLINE

IAPD individual key

6557840

• Occurred

  Mar 12, 2026
  Advisor changed firm

  Matthew C. Kline left Herbein Financial Group, Llc for Choreo, Llc (registered 2026-03-13)

  Form ADVobserved 4 days ago
• Occurred

  May 23, 2023
  Advisor changed firm

  Matthew C. Kline left Chesapeake Financial Advisors for Herbein Financial Group, Llc (registered 2023-06-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0035bb4-7121-cddb-c85b-1c9d97f8e15e

First observed

Jul 3, 2021

Last observed

Sep 14, 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.