DFX Intelligence

RIA Intelligence

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
John Kyle Richards	Choreo, LLC other	Ic Advisory Services, Inc. other	Other	Jul 10, 2003	Jan 25, 2007 (1295 d)
Luis Vincent Mendiola	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)
Brendan Rowan Connolly	Choreo, LLC other	William Blair & Company L.L.C. other	Other	Jul 10, 2003	May 16, 2003
Randy Lee Stewart	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)
Paul Raynard Bateman	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)
Michael Victor Zidanic	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Jul 10, 2003	Oct 5, 2009 (2279 d)
Brian Patrick Mason	Choreo, LLC other	Equitable Advisors, LLC national BD	Other	Jul 10, 2003	Jan 7, 2010 (2373 d)
Joseph William Vita	Choreo, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Jul 9, 2003	May 18, 2005 (679 d)
David Scott Rosenthal	Choreo, LLC other	Wealth Management Solutions other	Other	Jul 8, 2003	Sep 2, 2003 (56 d)
Scotty Ferguson	Choreo, LLC other	Wells Fargo Investments, LLC unclassified	Other	Jun 13, 2003	May 22, 2003
Ben Leon Jennings	Choreo, LLC other	Navigator Financial Planning, Inc. unclassified	Other	Jun 9, 2003	Feb 21, 2005 (623 d)
Andrew James Dill	Choreo, LLC other	Morgan Stanley Dw Inc. unclassified	Other	May 29, 2003	May 28, 2003
Kris Eric Tower	Choreo, LLC other	Lloyd, Scott & Valenti, Ltd. unclassified	Other	May 13, 2003	Nov 25, 2003 (196 d)
Kevin Leon Koski	Choreo, LLC other	Quick & Reilly, Inc. unclassified	Other	Apr 22, 2003	Mar 14, 2003
Stephen Duhr	Choreo, LLC other	First Midamerica Investment Corporation unclassified	Other	Apr 22, 2003	Sep 13, 2004 (510 d)
Grayson Glenn Hopper	Choreo, LLC other	Banc Of America Investment Services, Inc. unclassified	Other	Apr 9, 2003	Mar 31, 2003
Sean Power	Choreo, LLC other	Ameriprise Financial Services, LLC national BD	Other	Mar 28, 2003	Mar 11, 2003
Henry Barrett Jones	Choreo, LLC other	Securian Financial Services, Inc. other	Other	Mar 28, 2003	Sep 7, 2007 (1624 d)
Lisa Ann Hergenroeder	Choreo, LLC other	Hergenroeder Financial Advisors, Inc. other	Other	Feb 10, 2003	Feb 4, 2003
David Michael Murphy	Choreo, LLC other	Equitable Advisors, LLC national BD	Other	Jan 22, 2003	Oct 22, 2008 (2100 d)
Kenneth Andrew Diamond	Choreo, LLC other	Edward Jones national BD	Other	Jan 22, 2003	Feb 9, 2023 (7323 d)
Susan Jean Allan	Choreo, LLC other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Dec 19, 2002	Jun 26, 2009 (2381 d)
Joel David Rizzo	Choreo, LLC other	Mony Securities Corporation unclassified	Other	Nov 8, 2002	Jan 7, 2003 (60 d)
Sean Patrick Kelly	Choreo, LLC other	Kelly & Associates, LLC state registered	Other	Jul 30, 2002	Apr 9, 2015 (4636 d)

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144 moves match.