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Advisor at CHOREO, LLC
ROCKFORD, IL | Lansdale, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHOREO, LLC | Independent wealth | Aug 6, 2026 | n/a | yes | ROCKFORD, IL|Lansdale, PA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 1, 2023 | Jul 30, 2026 | no | Lansdale, PA|SPRINGFIELD, MA | Previous registration |
| MILLER INVESTMENT MANAGEMENT, LP | Independent wealth | Mar 22, 2016 | Jul 11, 2022 | no | WEST CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | CHOREO, LLC | Jul 30, 2026 | Aug 6, 2026 | 7 | Firm change | Ibd to RIA |
| MILLER INVESTMENT MANAGEMENT, LP | MML INVESTORS SERVICES, LLC | Jul 11, 2022 | Feb 1, 2023 | 205 | Firm change | RIA to ibd |