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.
Advisor moves
Departures from Choreo, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Eric Hutchby | Choreo, LLC independent RIA | Accurate Wealth Management, LLC independent RIA | RIA to RIA | Apr 21, 2026 | Apr 14, 2026 |
| Barrett Thomas Gray | Choreo, LLC independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2026 | Jan 8, 2026 |
| Craig James Bartlett | Choreo, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2025 | Jul 27, 2026 (266 d) |
| Donna Lynne Thrane | Choreo, LLC independent RIA | Mai Capital Management, LLC independent RIA | RIA to RIA | Oct 20, 2025 | Oct 27, 2025 |
| Wesley Alim | Choreo, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Oct 6, 2025 | Feb 10, 2026 (127 d) |
| Micah John Lang | Choreo, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Oct 6, 2025 |
| Nicholas Fred Robert Tanner | Choreo, LLC independent RIA | Modern Wealth Management, LLC independent RIA | RIA to RIA | Sep 12, 2025 | Jul 16, 2026 (307 d) |
| Tracey Elizabeth Richardson | Choreo, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Apr 16, 2025 | Sep 12, 2025 (149 d) |
| Jeffrey Christopher Brewer | Choreo, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 25, 2025 |
| Cindy L Judas | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Isaac Frederick Franks | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Alexander Dean Ricke | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Tyler John Coder | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Alexander Scott James Snyder | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Amanda Joy Kelderman | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Brandon Baker | Choreo, LLC independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Mar 4, 2025 | Apr 9, 2025 (36 d) |
| Aaron Matthew Schomer | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Joleen Ann Scheer | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Kevin Gregory Lors | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Lindsey Thorsen Oneil | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Shawna D Norris | Choreo, LLC independent RIA | Janney Montgomery Scott LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2025 | May 14, 2025 (93 d) |
| Katherine Murphy | Choreo, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 6, 2024 | Dec 16, 2024 |
| Matthew Jeffrey Allen | Choreo, LLC independent RIA | Corient independent RIA | RIA to RIA | Oct 10, 2024 | Jul 14, 2025 (277 d) |
| Todd Grund Rowe | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Sep 27, 2024 | Sep 26, 2024 |
| Andrew Davies Lynch | Choreo, LLC independent RIA | Walter Keenan Wealth Management independent RIA | RIA to RIA | Sep 24, 2024 | Sep 30, 2024 |
| Riley Zayicek | Choreo, LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 22, 2024 | Nov 4, 2024 (105 d) |
| Susan Mackenzie Arnett | Choreo, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2024 | Jul 30, 2024 |
| Casey August Clure | Choreo, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 22, 2024 | Apr 27, 2026 (705 d) |
| Joshua Bennett Burgess | Choreo, LLC independent RIA | Peace Of Mind Wealth Management independent RIA | RIA to RIA | May 7, 2024 | May 28, 2024 |
| Scott Edwin Hitchcock | Choreo, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | Apr 10, 2024 | Apr 25, 2025 (380 d) |
| Tyler David Peterson | Choreo, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | May 23, 2024 (100 d) |
| Edward Robert Stober | Choreo, LLC independent RIA | Nepsis, Inc. independent RIA | RIA to RIA | Jan 30, 2024 | Feb 6, 2024 |
| Aaron James Hurley | Choreo, LLC independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Feb 6, 2024 (35 d) |
| Maria Pisoni Daley | Choreo, LLC independent RIA | Perigon Wealth Management, LLC independent RIA | RIA to RIA | Jun 15, 2023 | Apr 6, 2026 (1026 d) |
| Timothy Allan Wolfe | Choreo, LLC independent RIA | Buttonwood Financial Group, LLC independent RIA | RIA to RIA | Jun 15, 2023 | Jun 21, 2023 |
| Sabine Maria Vellucci | Choreo, LLC independent RIA | Captrust institutional | Other | Jun 14, 2023 | Jun 21, 2023 |
| Joseph Michael Mattia | Choreo, LLC independent RIA | Usi Advisors institutional | Other | Apr 18, 2023 | Aug 21, 2023 (125 d) |
| Chad P Tramp | Choreo, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | Mar 31, 2023 | Apr 24, 2025 (755 d) |
| David Anthony Piccirilli | Choreo, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 21, 2023 | Aug 27, 2024 (525 d) |
| Keith Martin Lamoutte | Choreo, LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | Nov 29, 2022 | Mar 11, 2024 (468 d) |
| Matthew David Belfanti | Choreo, LLC independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2022 | Sep 8, 2022 (36 d) |
| Chadwick Ryan Canine | Choreo, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | Feb 24, 2022 | Mar 10, 2022 |
| Brendan Richard Kaar | Choreo, LLC independent RIA | Total Clarity Wealth Management, Inc independent RIA | RIA to RIA | Feb 23, 2022 | Feb 22, 2022 |
| Michael W Montag | Choreo, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2022 | Feb 25, 2022 |
| Robert Troy Landgraf | Choreo, LLC independent RIA | Strategic Wealth Group independent RIA | RIA to RIA | Feb 2, 2022 | Feb 24, 2022 |
| Garrett Wayne Chmiola | Choreo, LLC independent RIA | Valeo Financial Advisors, LLC independent RIA | RIA to RIA | Jan 19, 2022 | Mar 24, 2022 (64 d) |
| Daniel William Wolfson | Choreo, LLC independent RIA | Walter Keenan Wealth Management independent RIA | RIA to RIA | Feb 18, 2021 | Mar 2, 2021 |
| Melissa Burns Garcia | Choreo, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2020 | Jan 30, 2023 (782 d) |
| Trevor Thomas | Choreo, LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Oct 19, 2020 | Mar 22, 2021 (154 d) |
| Catherine Marie Ward | Choreo, LLC independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 22, 2020 | Dec 15, 2020 (176 d) |
| Jenny Alice Duncan | Choreo, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | May 4, 2020 | Jul 15, 2020 (72 d) |
| Brian Joseph Schad | Choreo, LLC independent RIA | Prosperity - An Eisneramper Company independent RIA | RIA to RIA | Apr 28, 2020 | Aug 11, 2025 (1931 d) |
| Brian Andrew Bartholomew | Choreo, LLC independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Jan 6, 2020 | Feb 20, 2020 (45 d) |
| Michael Aaron Rothstein | Choreo, LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Nov 4, 2019 | Nov 27, 2020 (389 d) |
| Kara Jaleen Proctor | Choreo, LLC independent RIA | Midwest Professional Planners, Ltd. independent RIA | RIA to RIA | Oct 23, 2019 | Nov 2, 2021 (741 d) |
| William Travis Mckinney | Choreo, LLC independent RIA | Gratus Capital, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Aug 13, 2019 (113 d) |
| Jennifer Lea Miller | Choreo, LLC independent RIA | Beacon Capital Management, LLC independent RIA | RIA to RIA | Dec 11, 2018 | Jan 28, 2020 (413 d) |
| Gregory Harris Stein | Choreo, LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Oct 5, 2018 | Sep 14, 2018 |
| Susan Lyn Panduku | Choreo, LLC other | Lexington Wealth Management, Inc. independent RIA | Other | Jun 20, 2018 | Jul 30, 2018 (40 d) |
| Jill A Branthoover | Choreo, LLC other | Sequoia Financial Group, L.L.C. independent RIA | Other | May 22, 2018 | Jun 1, 2018 |
Page 1 of 3Next
144 moves match.