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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••••• M•••••••• G••••••••
- Title
- Senior Director, Wealth Managementreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedchoreoadvisors.com“Taylor is a Senior Director, Wealth Management at Choreo, bringing over 25 years of experience in the financial services industry.”
- Business email
- taylor.greenleaf@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 608-912-0772reportedchoreoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- choreoadvisors.com/advisor-teams/taylor-greenleafreportedchoreoadvisors.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.
- C•••••• L•• independent RIA currentsince Oct 23, 2024 · Ashland, Or
- E••• W••••• M••••••••• L•• formerFeb 26, 2021 to Jan 5, 2023 · Petaluma, Ca
- E••• W••••• M••••••••• L•• formerAug 11, 2017 to Dec 31, 2020 · Petaluma, Ca
- B••••••• • C••••••• L•• formerJun 24, 2004 to Aug 25, 2017 · Petaluma, Ca
- F•• S••••••••• C••••••••• formerJun 18, 2003 to Jan 4, 2006 · Petaluma, Ca
- U•• F•••••••• S••••••• I••• wirehouseMar 16, 2000 to Jun 27, 2003 · San Francisco, Ca
- E••• W••••• M••••••••• L•• to C•••••• L••left Jan 5, 2023, registered Oct 23, 2024 (657 days) · RIA to RIA
- B••••••• • C••••••• L•• to E••• W••••• M••••••••• L••left Aug 25, 2017, registered Aug 11, 2017 (-14 days) · Other
- F•• S••••••••• C••••••••• to B••••••• • C••••••• L••left Jan 4, 2006, registered Jun 24, 2004 (-559 days) · Other
- U•• F•••••••• S••••••• I••• to F•• S••••••••• C•••••••••left Jun 27, 2003, registered Jun 18, 2003 (-9 days) · Other
- T••••• M•••••••• G•••••••• left E••• W••••• M••••••••• L•• for C•••••• L•• (registered 2024-10-23)Jan 5, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address