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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Hd Vest Investment Services | Irving | TX | 02/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 05/2019 | 06/2022 |
| Wells Fargo Bank | Denver | CO | 07/2022 | 03/2024 |
| Wells Fargo Clearing Services | Denver | CO | 07/2022 | 03/2024 |
| Dimensional Delta Consulting Llc | Denver | CO | 05/2024 | Present |
| Choreo, Llc | Denver | CO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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