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F•••• E••••• O••••
- Title
- Director, Wealth Managementreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Business email
- frank.osman@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 704-862-4575reportedchoreoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- 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.
- C•••••• L•• independent RIA currentsince May 19, 2023 · Rockford, Il
- C•••••• S••••• • C••• I••• national BDSep 28, 2015 to May 17, 2023 · Phoenix, Az
- C•••••• S••••• • C••• I••• to C•••••• L••left May 17, 2023, registered May 19, 2023 (2 days) · Affiliated broker-dealer or bank to independent RIA
- ••• LockedMay 17, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address