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RIA / WealthAdvisor26 years in industry

TAYLOR MCCLELLAN GREENLEAF

Advisor at CHOREO, LLC

Ashland, OR | ROCKFORD, IL

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Search this name across graphsid dfx:ria:c02a6bfc-73f4-1498-02cc-3a426a42c7c7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Mar 16, 2000 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Taylor Mcclellan Greenleaf

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Feb 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 29, 2000
First registration: Mar 16, 2000
Dual registered: no
IAPD individual key: 4110252

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	Oct 23, 2024	n/a	yes	Ashland, OR\|ROCKFORD, IL	Current employment
ENSO WEALTH MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2021	Jan 5, 2023	no	PETALUMA, CA\|ASHLAND, OR\|PETALUMA, CA\|ASHLAND, OR	Previous registration
ENSO WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 11, 2017	Dec 31, 2020	no	PETALUMA, CA	Previous registration
BURLESON & COMPANY, LLC	Former SEC adviser	Jun 24, 2004	Aug 25, 2017	no	PETALUMA, CA\|SONOMA, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jun 18, 2003	Jan 4, 2006	no	PETALUMA, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 16, 2000	Jun 27, 2003	no	SAN FRANCISCO, CA	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
ENSO WEALTH MANAGEMENT, LLC	CHOREO, LLC	Jan 5, 2023	Oct 23, 2024	657	Firm change after gap	RIA to RIA
BURLESON & COMPANY, LLC	ENSO WEALTH MANAGEMENT, LLC	Aug 25, 2017	Aug 11, 2017	-14	Firm change	Other
FSC SECURITIES CORPORATION	BURLESON & COMPANY, LLC	Jan 4, 2006	Jun 24, 2004	-559	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	FSC SECURITIES CORPORATION	Jun 27, 2003	Jun 18, 2003	-9	Firm change	Other

Relationships

Registered with (5)

→ CHOREO, LLCRegistered adviserregistration: current employment
Oct 23, 2024 to presentfactForm ADV
→ ENSO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2021 to Jan 5, 2023factForm ADV
→ BURLESON & COMPANY, LLCRegistered adviserregistration: previous registration
Jun 24, 2004 to Aug 25, 2017factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 18, 2003 to Jan 4, 2006factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 16, 2000 to Jun 27, 2003factForm ADV

Dated events

Occurred
Jan 5, 2023
Advisor changed firm
Taylor Mcclellan Greenleaf left Enso Wealth Management, Llc for Choreo, Llc (registered 2024-10-23)
Form ADVobserved 6 days ago