DFX Intelligence
Advisors
Advisors registered through Choreo, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
147 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Abigail Catherine O'Rourke Certified Financial Planner | Choreo, LLC independent RIA | Rockford, Il | Sep 3, 2025 | 17 y | 1 | 1 |
| Frank Edward Osman Certified Financial Planner | Choreo, LLC independent RIA | Costa Mesa, Ca | May 19, 2023 | 15 y | 1 | 1 |
| Peter Christopher Pape Certified Financial Planner | Choreo, LLC independent RIA | Allentown, Pa | Mar 11, 2026 | 10 y | 2 | 2 |
| R•••• L•••• P•••• Certified Financial Planner | C•••••• L•• independent RIA | Orinda, Ca | Jan 9, 2023 | 10 y | 2 | 4 |
| Z•••••• T••••• P••••••• | C•••••• L•• independent RIA | Chicago, Il | Nov 2, 2023 | 12 y | 1 | 3 |
| K••• J•••• P••••••• | C•••••• L•• independent RIA | Rockford, Il | May 15, 2025 | 13 y | 1 | 1 |
| A••• M•••• P••••• | C•••••• L•• independent RIA | Rockford, Il | Nov 2, 2023 | 14 y | 2 | 4 |
| K•••••• J••• P••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | May 16, 2018 | 10 y | 0 | 1 |
| M••• E••••• P•••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | May 30, 2014 | 13 y | 1 | 4 |
| B•••• A•••••• P•••• Certified Financial Planner · dual registrant | C•••••• L•• independent RIA | Wilmette, Il | Jul 9, 2026 | 18 y | 1 | 8 |
| K•••••••• Q••••• | C•••••• L•• independent RIA | Fort Collins, Co | Aug 31, 2026 | 10 y | 3 | 1 |
| M•••••• L•• R•••••• Certified Financial Planner, Personal Financial Specialist | C•••••• L•• independent RIA | Rockford, Il | Jun 11, 2007 | 29 y | 2 | 4 |
| J•••••• S•••• R••••• Chartered Financial Consultant | C•••••• L•• independent RIA | Minneapolis, Mn | Nov 12, 2013 | 38 y | 1 | 2 |
| C•••••• J•••• R••••• | C•••••• L•• independent RIA | Rockford, Il | Oct 2, 2024 | 11 y | 1 | 1 |
| A••••• M•••• R••••••• | C•••••• L•• independent RIA | Petaluma, Ca | Feb 25, 2025 | 11 y | 0 | 1 |
| M••••• M•••••• R••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jun 27, 2005 | 21 y | 0 | 3 |
| C•••••• L•••• R••••••• S••••••••• Certified Financial Planner | C•••••• L•• independent RIA | Madison, Wi | Jul 31, 2025 | 14 y | 5 | 1 |
| M••• P••••••• S••••• Certified Financial Planner | C•••••• L•• independent RIA | Berwyn, Pa | Jun 28, 2013 | 15 y | 0 | 3 |
| G•••••••• T•••••• S•••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 11, 2023 | 11 y | 1 | 1 |
| S•••••• D•••• S••• | C•••••• L•• independent RIA | Rockford, Il | Jan 21, 2026 | 24 y | 4 | 3 |
| K•••• M•••••• S••• Certified Financial Planner · dual registrant | C•••••• L•• independent RIA | Virginia Beach, Va | Jan 30, 2023 | 25 y | 1 | 3 |
| W•••••• C•••••• S••••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 26, 2023 | 12 y | 1 | 1 |
| N••••••• S••••• | C•••••• L•• independent RIA | Charlotte, Nc | Nov 27, 2024 | 11 y | 1 | 1 |
| J••••• M••• S•••• | C•••••• L•• independent RIA | Rockford, Il | Jan 17, 2023 | 10 y | 0 | 1 |
| D•••• J•• S•••••••• | C•••••• L•• independent RIA | Rockford, Il | Dec 2, 2019 | 25 y | 0 | 1 |
| A•••••• C••••••••• S•••• Certified Financial Planner | C•••••• L•• independent RIA | Potomac, Md | Dec 9, 2020 | 24 y | 0 | 3 |
| J••••• K• S•••• | C•••••• L•• independent RIA | Petaluma, Ca | Dec 2, 2024 | 34 y | 3 | 1 |
| E••• J•••• S•••• Certified Financial Planner | C•••••• L•• independent RIA | Charlotte, Nc | Oct 19, 2023 | 11 y | 1 | 1 |
| N••• S••••••••• | C•••••• L•• independent RIA | Columbia, Md | Jun 20, 2026 | 10 y | 0 | 1 |
| T••••• R••••• S•••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Mar 11, 2026 | 10 y | 1 | 1 |
| A••••• E••• T••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jan 1, 2026 | 23 y | 3 | 3 |
| E••••• E• T••••••• | C•••••• L•• independent RIA | Rockford, Il | Nov 3, 2004 | 34 y | 1 | 2 |
| R••• M•••••• T•••••• | C•••••• L•• independent RIA | Rockford, Il | Sep 8, 2026 | 13 y | 2 | 1 |
| P•••• W•••••• T•••••• Certified Financial Planner | C•••••• L•• independent RIA | Tysons Corner, Va | Jan 26, 2023 | 13 y | 3 | 3 |
| D•••• M•••••• V•••• Chartered Financial Analyst | C•••••• L•• independent RIA | Charlotte, Nc | Nov 6, 2020 | 12 y | 1 | 1 |
| M•••••••• J• V•••••• | C•••••• L•• independent RIA | Des Moines, Ia | Dec 6, 2021 | 18 y | 1 | 1 |
| D•••••• L••••• V•••••• | C•••••• L•• independent RIA | Allentown, Pa | Mar 12, 2026 | 11 y | 1 | 1 |
| J•••• B••• W••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 21, 2026 | 28 y | 2 | 1 |
| W••••• H••••• W•••••• Personal Financial Specialist | C•••••• L•• independent RIA | Richmond, Va | Jan 30, 2023 | 28 y | 3 | 1 |
| M•••••• P••• W••••• | C•••••• L•• independent RIA | Rockford, Il | Mar 11, 2003 | 27 y | 1 | 2 |
| C•••••• M•••• W••••••• | C•••••• L•• independent RIA | Marlton, Nj | Nov 20, 2024 | 18 y | 7 | 1 |
| T•••••• L•• W••••••• | C•••••• L•• independent RIA | Rockford, Il | May 28, 2020 | 13 y | 1 | 1 |
| J••••••• S•••••• W•••• | C•••••• L•• independent RIA | Peoria, Il | Feb 9, 2022 | 14 y | 1 | 3 |
| C••••••••• G••••• W••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jan 16, 2025 | 26 y | 4 | 1 |
| L•••• K•• W•••••••• | C•••••• L•• independent RIA | Rockford, Il | May 15, 2024 | 11 y | 4 | 1 |
| D•••• W•••• W•••••• Certified Financial Planner | C•••••• L•• independent RIA | Charlotte, Nc | Nov 12, 2007 | 30 y | 2 | 3 |
| A••••• Z•••••• Certified Financial Planner | C•••••• L•• independent RIA | Cherry Hill, Nj | Jun 26, 2026 | 15 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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