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
Steven Glenn Mcdonough	Choreo, LLC other	MML Investors Services, LLC BD affiliated	Other	May 22, 2018	Jan 28, 2019 (251 d)
Daniel Michael Besse	Choreo, LLC other	Stratos Wealth Advisors LLC independent RIA	Other	Mar 30, 2018	Mar 27, 2018
Daniel Ernest Paige	Choreo, LLC other	Stratos Wealth Advisors LLC independent RIA	Other	Mar 30, 2018	Mar 28, 2018
Michael Blank	Choreo, LLC other	Stratos Wealth Advisors LLC independent RIA	Other	Mar 30, 2018	Apr 2, 2018
James Hunter Pearson	Choreo, LLC other	Nationwide Securities, LLC no RAUM	Other	Mar 27, 2018	Sep 20, 2018 (177 d)
Mary Josephine Draayer	Choreo, LLC other	Northwestern Mutual Investment Services,LLC no RAUM	Other	Feb 28, 2018	Aug 20, 2020 (904 d)
Dimitry Farberov	Choreo, LLC other	Composition Wealth, LLC independent RIA	Other	Sep 8, 2017	Jan 21, 2020 (865 d)
Jeremy Munter	Choreo, LLC other	Principal Securities, Inc. other	Other	Sep 5, 2017	Sep 20, 2017
Dennis Arnold Fulkerson	Choreo, LLC other	Fulkerson Financial Services, LLC unclassified	Other	Apr 28, 2017	Apr 27, 2017
Kent Allan Colwell	Choreo, LLC other	Labrum Wealth Management, LLC other	Other	Apr 26, 2017	Nov 7, 2017 (195 d)
Eric Michael Stein	Choreo, LLC other	East Bay Investment Solutions state registered	Other	Dec 7, 2016	Jan 25, 2019 (779 d)
Patrick John Pfahl	Choreo, LLC other	RBC Capital Markets, LLC national BD	Other	Nov 4, 2016	Dec 19, 2016 (45 d)
Arne W Morris	Choreo, LLC other	Townsend Asset Management Corp. other	Other	Aug 19, 2016	Jul 26, 2017 (341 d)
Julie Wakefield	Choreo, LLC other	Payant Wealth Management Group other	Other	Jul 21, 2016	Aug 22, 2016 (32 d)
James Otto Wegener	Choreo, LLC other	Thrivent Investment Management Inc. other	Other	Apr 25, 2016	Jun 2, 2016 (38 d)
Ellen Katherine Osthus	Choreo, LLC other	Bgm Wealth Management other	Other	Mar 13, 2015	Jun 9, 2015 (88 d)
Gregory Paul Costantino	Choreo, LLC other	Winthrop Wealth other	Other	Feb 2, 2015	Mar 19, 2018 (1141 d)
Peter Thomas Jaworski	Choreo, LLC other	Winthrop Wealth other	Other	Jan 9, 2015	Oct 16, 2017 (1011 d)
Mark Richard Vlasic	Choreo, LLC other	Mariner Wealth Advisors other	Other	Sep 3, 2014	Aug 27, 2014
Leslie Joan Cannon	Choreo, LLC other	Credit Suisse Securities (USA) LLC other	Other	Nov 7, 2013	Jul 1, 2015 (601 d)
Thomas Kenneth Rippberger	Choreo, LLC other	Advisornet Wealth Partners other	Other	Apr 19, 2013	Jan 21, 2014 (277 d)
Anthony C Carpita	Choreo, LLC other	Irongate International, L.L.C. other	Other	Apr 17, 2012	Apr 17, 2012
Amy Marie Townsend	Choreo, LLC other	Wells Fargo Advisors wirehouse	Other	Mar 12, 2012	Mar 13, 2012
James Scott Kantowski	Choreo, LLC other	Jsk Financial Services LLC unclassified	Other	Mar 2, 2012	Feb 28, 2012
David William Mateski	Choreo, LLC other	Pnc Wealth Management BD affiliated	Other	Sep 22, 2011	Dec 6, 2021 (3728 d)
Sean Walter Moore	Choreo, LLC other	Schwab Wealth Advisory, Inc. other	Other	Aug 1, 2011	Feb 17, 2012 (200 d)
Richard Edward Lacross	Choreo, LLC other	Klr Investment Advisors, LLC independent RIA	Other	Jan 31, 2011	Feb 23, 2011
Arpi Vardanyan	Choreo, LLC other	Park Avenue Securities LLC other	Other	May 20, 2010	Aug 15, 2011 (452 d)
Jeffrey Taylor	Choreo, LLC other	Charles Schwab & Co., Inc. national BD	Other	Dec 7, 2009	Jan 5, 2010
John Francis Kiley	Choreo, LLC other	Pacific West Financial Consultants Inc other	Other	Sep 28, 2009	Sep 8, 2009
Martin Edwin Juergens	Choreo, LLC other	Pacific West Financial Consultants Inc other	Other	Sep 28, 2009	Sep 8, 2009
Michael S Kelly	Choreo, LLC other	Waddell & Reed other	Other	Jan 5, 2009	Dec 9, 2010 (703 d)
Adam Charles Bormann	Choreo, LLC other	Wells Fargo Investments, LLC unclassified	Other	May 2, 2008	May 14, 2008
Gabriel Munoz Bustamante	Choreo, LLC other	Bayshore Wealth Advisors independent RIA	Other	Dec 31, 2007	Jan 5, 2026 (6580 d)
Wesley Howell Watkins	Choreo, LLC other	Cherry Bekaert Wealth Management LLC other	Other	Dec 17, 2007	Jan 16, 2008
Steven Mark Beaupre	Choreo, LLC other	RBC Capital Markets, LLC national BD	Other	Dec 6, 2007	Dec 21, 2007
William Stuart Annin	Choreo, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Nov 16, 2007	Nov 16, 2007
J Thomas Knight	Choreo, LLC other	Winston Paul Capital Management, Inc. unclassified	Other	Oct 25, 2007	Feb 12, 2008 (110 d)
Mary Beth Railey	Choreo, LLC other	Wells Fargo Advisors wirehouse	Other	May 8, 2007	May 4, 2007
Julie Hilliard Wilson	Choreo, LLC other	Mmc Securities LLC no RAUM	Other	Dec 11, 2006	Feb 29, 2008 (445 d)
Ruth Lorraine Forehand	Choreo, LLC other	Fac Wealth Management, LLC unclassified	Other	Jul 6, 2006	Dec 13, 2007 (525 d)
Lisa Olinger	Choreo, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 2, 2005	Jul 24, 2006 (325 d)
Kathleen Anne Grace	Choreo, LLC other	Carl Domino Inc. other	Other	Aug 8, 2005	Sep 21, 2005 (44 d)
Tabitha Terese Letourneau Meyerer	Choreo, LLC other	Carl Domino Inc. other	Other	Aug 8, 2005	Sep 21, 2005 (44 d)
Brandon James Hamil	Choreo, LLC other	RBC Capital Markets, LLC national BD	Other	Jul 12, 2005	Feb 14, 2006 (217 d)
Gregory David Phelps	Choreo, LLC other	Redrock Wealth Management, LLC other	Other	Apr 15, 2005	Apr 21, 2005
Chad Michael Kulzer	Choreo, LLC other	Usallianz Securities, Inc. unclassified	Other	Feb 22, 2005	Mar 7, 2005
David Alan Jutovsky	Choreo, LLC other	Leonetti & Associates Inc unclassified	Other	Jul 19, 2004	Jul 19, 2004
David E Mott	Choreo, LLC other	Ameriprise Advisor Services, Inc. unclassified	Other	Dec 2, 2003	Jul 8, 2003
Robert Stephen Katchinoski	Choreo, LLC other	Ameriprise Advisor Services, Inc. unclassified	Other	Nov 7, 2003	Jun 30, 2003
Jonathan P Robinson	Choreo, LLC other	Chase Investment Services Corp. other	Other	Nov 7, 2003	May 16, 2007 (1286 d)
Paul Laurence Miller	Choreo, LLC other	Ameriprise Advisor Services, Inc. unclassified	Other	Nov 7, 2003	Jun 30, 2003
Sarah Klawitter Marks	Choreo, LLC other	Ameriprise Advisor Services, Inc. unclassified	Other	Nov 7, 2003	Jul 8, 2003
Deborah Kay Turner	Choreo, LLC other	Nationwide Investment Advisors, LLC other	Other	Sep 17, 2003	Oct 31, 2007 (1505 d)
Michele V Stutts	Choreo, LLC other	Mcshane Partners other	Other	Sep 3, 2003	Sep 17, 2004 (380 d)
Jeffrey Burton Fournace	Choreo, LLC other	Ameriprise Advisor Services, Inc. unclassified	Other	Aug 7, 2003	Jul 1, 2003
Timothy Mark Harrison	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)
Robert S Bullock	Choreo, LLC other	Chase Investment Services Corp. other	Other	Jul 10, 2003	Aug 9, 2005 (761 d)
Jonathan Hennessey Holmes	Choreo, LLC other	Spc other	Other	Jul 10, 2003	Jan 19, 2010 (2385 d)
Thomas James Freitag	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)

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144 moves match.