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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-18 |
| MN | RA | APPROVED | 2013-11-12 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
800 Nicollet Mall Suite 600, Minneapolis, MN 55402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial Advisors | Shorewood | MN | 03/2002 | 12/2021 |
| Rsm Us Wealth Management Llc | Minneapolis | MN | 08/2005 | 02/2022 |
| Choreo, Llc | Minneapolis | MN | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-25 |
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