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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
| CO | RA | APPROVED | 2026-05-12 |
| IL | RA | APPROVED | 2026-05-12 |
| MI | RA | APPROVED | 2026-05-12 |
| PA | RA | APPROVED | 2026-05-12 |
| WA | RA | APPROVED | 2026-05-12 |
| NY | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
100 Park Avenue #9 Suite 900, New York, NY 10017 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ot: Optimized Transitions, Independent Investment Counsel, Llc | Annandale | NJ | 06/2015 | 12/2018 |
| Bdo Wealth Advisors, Llc | New York | NY | 12/2018 | 10/2023 |
| Choreo, Llc | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-22 |
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