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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-09-29 |
| TX | RA | APPROVED | 2021-09-29 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
4100 Edison Lakes Parkway Suite 215, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Source Corporation Investment Advisors, Inc. | South Bend | IN | 11/2015 | 08/2021 |
| Rsm Us Wealth Management | South Bend | IN | 09/2021 | 02/2022 |
| Choreo, Llc | Mishawaka | IN | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-24 |
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