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Inactive

Stephen David Sear

Choreo, LLC

Reno, NV

Rockford, IL

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Current Employers
Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-17
CA RA APPROVED 2026-01-21
NV RA APPROVED 2026-01-21
  • TX RA
    APPROVED_RES
    Since 2026-07-17
  • CA RA
    APPROVED
    Since 2026-01-21
  • NV RA
    APPROVED
    Since 2026-01-21

Branch Locations

5470 Kietzke Lane Suite 357, Reno, NV 89511 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets, Inc. Reno NV 11/2008 01/2020
Morgan Stanley Smith Barney Reno NV 06/2009 01/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2020
Enso Wealth Management Petaluma CA 01/2020 01/2023
Choreo, Llc Minneapolis MN 01/2023 Present
  • 11/2008 → 01/2020
    Citigroup Global Markets, Inc.
    Reno, NV
  • 06/2009 → 01/2020
    Morgan Stanley Smith Barney
    Reno, NV
  • 01/2015 → 01/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2020 → 01/2023
    Enso Wealth Management
    Petaluma, CA
  • 01/2023 → Present
    Choreo, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-13
  • S66 Uniform Combined State Law Examination
    2002-08-13

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

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