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Tim Green

Choreo Partner Alliance, LLC

Boulder, CO

Rockford, IL

CRD 2918021

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Employer firm

Choreo Partner Alliance, LLC CRD 325238

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Choreo Partner Alliance, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-23
IL RA APPROVED 2025-06-23
  • CO RA
    APPROVED
    Since 2025-06-23
  • IL RA
    APPROVED
    Since 2025-06-23

Branch Locations

1470 Walnut Street #301, Boulder, CO 80302 • 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
Wells Fargo Securities, Llc Denver CO 12/2002 05/2020
Wells Fargo Bank N.A. Denver CO 12/2002 12/2024
Kurtz Fargo, Llp Boulder CO 01/2025 Present
Choreo Partner Alliance, Llc Rockford IL 06/2025 Present
  • 12/2002 → 05/2020
    Wells Fargo Securities, Llc
    Denver, CO
  • 12/2002 → 12/2024
    Wells Fargo Bank N.A.
    Denver, CO
  • 01/2025 → Present
    Kurtz Fargo, Llp
    Boulder, CO
  • 06/2025 → Present
    Choreo Partner Alliance, Llc
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
S63 Uniform Securities Agent State Law Examination 2013-07-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05
  • S63 Uniform Securities Agent State Law Examination
    2013-07-05
Other Names
  • Tim Green
  • Timothy Todd Green
  • Timothy Green

View on SEC IAPD

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