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

May 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

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Apr 28, 2017

First registration

Oct 17, 2023

Dual registered

no

Other names

DALTON E BICKFORD|Dalton E Bickford

IAPD individual key

6327961

• Occurred

  Aug 5, 2025
  Advisor changed firm

  Dalton E Bickford left Creative Planning for Choreo, Llc (registered 2026-04-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:de0ef70d-7cb5-e47c-692f-48caebb9f141

First observed

Oct 17, 2023

Last observed

Sep 15, 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.