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Advisor at CHOREO, LLC
ROCKFORD, IL | Allentown, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHOREO, LLC | Independent wealth | Mar 17, 2026 | n/a | yes | Allentown, PA|ROCKFORD, IL | Current employment |
| HERBEIN FINANCIAL GROUP, LLC | Former SEC adviser | Sep 2, 2022 | Mar 11, 2026 | no | ALLENTOWN, PA | Previous registration |
| NORTHEAST FINANCIAL GROUP, INC. | Mixed wealth | Dec 17, 2009 | Mar 5, 2026 | no | ALLENTOWN, PA|WYOMISSING, PA|ALLENTOWN, PA|Allentown, PA | Previous registration |
| NORTHEAST FINANCIAL GROUP, INC. | Mixed wealth | Nov 14, 2007 | May 7, 2009 | no | ALLENTOWN, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 15, 2002 | Jul 23, 2009 | no | TANNERSVILLE, PA|WYOMISSING, PA|ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERBEIN FINANCIAL GROUP, LLC | CHOREO, LLC | Mar 11, 2026 | Mar 17, 2026 | 6 | Firm change | Other |
| NORTHEAST FINANCIAL GROUP, INC. | HERBEIN FINANCIAL GROUP, LLC | Mar 5, 2026 | Sep 2, 2022 | -1,280 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | NORTHEAST FINANCIAL GROUP, INC. | Jul 23, 2009 | Nov 14, 2007 | -617 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 322194:111221:PA:2026-03-11 | Mar 11, 2026 | Mar 17, 2026 | ALLENTOWN, PA | Firm change |