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.
- Title
- ASSOCIATE DIRECTOR, WEALTH MANAGEMENTreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Business email
- kelly.condon@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 704-666-5092reportedchoreoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- choreoadvisors.com/advisor-teams/kelly-condonreportedchoreoadvisors.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.
- Choreo, LLC independent RIA currentsince May 15, 2009 · Rockford, Il
- J.P. Morgan Securities Inc. unclassifiedSep 27, 2006 to Aug 1, 2008 · Rockford, Il
- Banc One Securities Corporation unclassifiedAug 24, 2004 to Sep 27, 2006 · Rockford, Il
- J.P. Morgan Securities Inc. to Choreo, LLCleft Aug 1, 2008, registered May 15, 2009 (287 days) · Other
- Banc One Securities Corporation to J.P. Morgan Securities Inc.left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address