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Inactive

Lawrence Kenneth Miles

Choreo, LLC

Park City, UT

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-02-24
  • UT RA
    APPROVED
    Since 2022-02-24

Branch Locations

Park City, UT • 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
Adviceperiod, Llc Los Angeles CA 03/2015 12/2020
Freestone Capital Management Llc Seattle WA 12/2020 07/2021
Choreo, Llc Park City UT 02/2022 Present
Unemployed Park City UT 07/2021 02/2022
Previous Registrations
  • 2021-05-13 → 2021-08-11
    Freestone Capital Management, Llc
    Seattle, WA
  • 2015-08-25 → 2020-09-01
    Adviceperiod, Llc
    Los Angeles, CA
    Park City, UT
  • 2007-05-03 → 2011-10-18
    Convergent Wealth Advisors, Llc
    Potomac, MD
  • 2002-06-20 → 2007-05-03
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-25
  • S65 Uniform Investment Adviser Law Examination
    2015-08-25
Other Names
  • Larry Kenneth Miles

View on SEC IAPD

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