DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Peter Paul Jenkins

Choreo, LLCindependent RIARockford, Il IA-onlyIAPD 2443917

Certified Financial Planner

Feed of 09/14/2026

Also filed as Peter P Jenkins

At current firm

2 y

since Nov 2, 2023

In the industry

32 y

since Feb 15, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Wealth Managementreportedchoreoadvisors.comfirm site, Sep 15, 2026
Business email: peter.jenkins@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Choreo, LLC independent RIA current
since Nov 2, 2023 · Columbia, Md
Bdo Wealth Advisors, LLC former
Feb 6, 2020 to Nov 2, 2023 · Columbia, Md
Biegel Waller Investment Advisory Services former
Jan 11, 2010 to Jan 24, 2020 · Columbia, Md
Credit Suisse Securities (USA) LLC former
Jan 17, 2003 to Jan 13, 2010 · West Conshohocken, Pa
Pershing LLC unclassified
Feb 22, 2002 to Jan 17, 2003 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Bdo Wealth Advisors, LLC to Choreo, LLC
left Nov 2, 2023, registered Nov 2, 2023 (0 days) · RIA to RIA · moved with a team
Biegel Waller Investment Advisory Services to Bdo Wealth Advisors, LLC
left Jan 24, 2020, registered Feb 6, 2020 (13 days) · RIA to RIA · moved with a team
Credit Suisse Securities (USA) LLC to Biegel Waller Investment Advisory Services
left Jan 13, 2010, registered Jan 11, 2010 (-2 days) · Other
Pershing LLC to Credit Suisse Securities (USA) LLC
left Jan 17, 2003, registered Jan 17, 2003 (0 days) · corporate re-registration, not a move

Signals

Peter Paul Jenkins left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)
Nov 2, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address