DFX Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Frank Edward Osman | Charles Schwab & Co., Inc. national BD | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 19, 2023 |
| James Eric Hutchby | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Monica Thomas Hamilton | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Riley Zayicek | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Richard David Cundey | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Feb 14, 2023 |
| Wesley Howell Watkins | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 30, 2023 |
| Mark Timothy Maund | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Apr 6, 2023 (71 d) |
| Jeffrey Allen Gump | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 27, 2023 |
| Kevin Michael Shea | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 30, 2023 |
| Nicholas Roger Bertozzi | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 27, 2023 |
| Peter William Tomasch | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 26, 2023 |
| William Carlton Shepherd | Cherry Bekaert Wealth Management LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 25, 2023 | Jan 26, 2023 |
| Joseph K Stern | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Dec 2, 2024 (697 d) |
| Mark Stephen Clure | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2023 |
| Joanna Christine Cryan Aiken | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2026 (1103 d) |
| David Robert Jones | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2023 |
| Taylor Mcclellan Greenleaf | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Oct 23, 2024 (657 d) |
| Stephen David Sear | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 21, 2026 (1112 d) |
| William George Demar | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Andrew Erik Thompson | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 1, 2026 (1092 d) |
| James Christopher Decota | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Feb 4, 2026 (1126 d) |
| Noah Benjamin Jacobson | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Casey August Clure | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 10, 2023 |
| Sean Daniel Harrell | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 6, 2023 |
| Robin Leola Patin | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Gabriella Theresa Schmidt | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 11, 2023 |
| Samuel Spector Nelson | Charles Schwab & Co., Inc. national BD | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2022 | Jan 11, 2023 (53 d) |
| Jacob Aaron Kersey | Korhorn Financial Group independent RIA | Choreo, LLC independent RIA | RIA to RIA | Oct 17, 2022 | Oct 31, 2022 |
| Alexander Joseph Draves | Pruco Securities, LLC BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2022 | Sep 19, 2022 |
| Erik Walter Merkau | J.P. Morgan Securities LLC wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | May 19, 2022 | Jan 5, 2026 (1327 d) |
| Lauren Allison Martinez | Verum Partners LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 28, 2022 | May 26, 2022 (87 d) |
| Jennifer Suzanne White | On Investment Management Co BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 8, 2022 | Feb 9, 2022 |
| Donte' Jordan Blanchard | Edward Jones national BD | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2022 | Jun 29, 2023 (512 d) |
| Mackenzie Jo Veldman | Northwest Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Nov 16, 2021 | Dec 6, 2021 |
| Lawrence Kenneth Miles | Freestone Capital Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Aug 11, 2021 | Feb 24, 2022 (197 d) |
| Alexander Dean Ricke | Cast Financial unclassified | Choreo, LLC independent RIA | Other | May 11, 2021 | Jun 14, 2021 (34 d) |
| Kyle James Peterson | Principal Securities, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2020 | May 15, 2025 (1679 d) |
| Jacqueline Ann Kronewitter | 1st Source Corporation Investment Advisors, Inc. other | Choreo, LLC independent RIA | Other | Jun 1, 2020 | Sep 29, 2021 (485 d) |
| Timothy Lee Wesbrook | Bcg Securities, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2020 | May 28, 2020 |
| Nicholas Fred Robert Tanner | Cetera Advisor Networks LLC BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2019 | Jan 6, 2020 |
| Peter Andrew Freddoso | Fidelity Personal And Workplace Advisors BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2019 | Jul 10, 2019 |
| Derek Matthew Vasko | LPL Financial LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jun 3, 2019 | Nov 6, 2020 (522 d) |
| Maria Pisoni Daley | Raymond James Financial Services Advisors, Inc BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2019 | Aug 21, 2019 (85 d) |
| Matthew David Belfanti | Adviceperiod, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | May 7, 2019 | May 20, 2019 |
| Susan Mackenzie Arnett | Queens Oak Advisors mixed wealth | Choreo, LLC independent RIA | RIA to RIA | Apr 11, 2019 | May 8, 2019 |
| Katherine Murphy | Pnc Wealth Management BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2019 | May 2, 2019 |
| Jenny Alice Duncan | Allspring Funds Management, LLC asset manager | Choreo, LLC independent RIA | Other | Oct 23, 2018 | Nov 13, 2018 |
| Bryan David Moscinski | Ameriprise Financial Services, LLC national BD | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2018 | Aug 1, 2018 |
| Art Steven Martinez Federis | Assetmark, Inc. other | Choreo, LLC independent RIA | Other | Feb 13, 2018 | Jan 15, 2025 (2528 d) |
| Birju R. Munshi | Securities America Advisors, Inc. other | Choreo, LLC independent RIA | Other | Jan 2, 2018 | May 2, 2019 (485 d) |
| Michelle Renee Buria | Wells Fargo Advisors wirehouse | Choreo, LLC other | Other | Jul 18, 2017 | Jul 20, 2017 |
| Raymond Max Morrill | Argosy Wealth Management other | Choreo, LLC other | Other | Mar 29, 2017 | Mar 23, 2017 |
| William Travis Mckinney | Cetera Advisor Networks LLC other | Choreo, LLC other | Other | Feb 24, 2017 | Mar 21, 2017 |
| Joseph Michael Mattia | LPL Financial LLC other | Choreo, LLC other | Other | Jan 27, 2017 | Jan 5, 2017 |
| Matthew Tyler Bankston | LPL Financial LLC other | Choreo, LLC independent RIA | Other | Dec 13, 2016 | Jan 1, 2026 (3306 d) |
| Jill A Branthoover | UBS Financial Services Inc. wirehouse | Choreo, LLC other | Other | Nov 29, 2016 | Dec 16, 2016 |
| Chadwick Ryan Canine | Adviceperiod, LLC other | Choreo, LLC other | Other | Oct 31, 2016 | Nov 3, 2016 |
| Michael Aaron Rothstein | J.P. Morgan Securities LLC wirehouse | Choreo, LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2016 | Jul 19, 2019 (1037 d) |
| Ryan Edward Flynn | Russell Investments other | Choreo, LLC other | Other | Sep 6, 2016 | Sep 19, 2016 |
| Alyssa Zentner | Janney Montgomery Scott LLC other | Choreo, LLC independent RIA | Other | Sep 1, 2016 | Jun 26, 2026 (3585 d) |
172 moves match.