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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-17 |
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
4615 First Street Suite 240, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2004 | 05/2018 |
| Enso Wealth Management | Petaluma | CA | 05/2018 | 01/2023 |
| Choreo, Llc | Minneapolis | MN | 01/2023 | Present |
Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in 2019, devotes less than 1 hour per month during securities trading hours. Duties are related to new insurance products for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-24 |
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