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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED_RES | 2023-01-12 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
133 North Street, Healdsburg, CA 95448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/1999 | 10/2018 |
| Enso Wealth Management | Petaluma | CA | 10/2018 | 01/2023 |
| Choreo, Llc | Healdsburg | CA | 01/2023 | Present |
David Jones Trusts, real estate investments, 440 Greens Drive, Healdsburg, CA 95448, commercial and residential ownership and property management. Started business 2009, hours spent during trading hours is approximately 5 hours a week. Duties related to rental property management include property maintenance, collection of monthly rents, and manage the purchase and sale of the properties including tax management related issues annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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