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Brian Anthony Pugal

Choreo, LLC

Rockford, IL

Wilmette, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-29
FL RA APPROVED 2026-07-21
CA RA APPROVED 2026-07-09
CO RA APPROVED 2026-07-09
IL RA APPROVED 2026-07-09
NH RA APPROVED 2026-07-09
NY RA APPROVED 2026-07-09
TX RA APPROVED 2026-07-09
  • AZ RA
    APPROVED
    Since 2026-07-29
  • FL RA
    APPROVED
    Since 2026-07-21
  • CA RA
    APPROVED
    Since 2026-07-09
  • CO RA
    APPROVED
    Since 2026-07-09
  • IL RA
    APPROVED
    Since 2026-07-09
  • NH RA
    APPROVED
    Since 2026-07-09
  • NY RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

1000 Skokie Road Suite 525, Wilmette, IL 60091 • 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
Securities Service Network, Inc Wilmette IL 10/2008 09/2020
Resource Financial Group, Ltd. Wilmette IL 08/2017 06/2026
Securities America, Inc. Wilmette IL 09/2020 06/2024
Osaic Wealth, Inc. Wilmette IL 06/2024 06/2026
Purshe Kaplan Sterling Investments Albany NY 07/2026 Present
Choreo Llc Wilmette IL 07/2026 Present
  • 10/2008 → 09/2020
    Securities Service Network, Inc
    Wilmette, IL
  • 08/2017 → 06/2026
    Resource Financial Group, Ltd.
    Wilmette, IL
  • 09/2020 → 06/2024
    Securities America, Inc.
    Wilmette, IL
  • 06/2024 → 06/2026
    Osaic Wealth, Inc.
    Wilmette, IL
  • 07/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2026 → Present
    Choreo Llc
    Wilmette, IL
Previous Registrations
Other Businesses

1. Choreo LLC. Investment-Related. At Registered Location. RIA. Senior Director Wealth Management. 06/2026. 160 hrs/month. 130 hrs during trading hrs. Wealth Manager/Financial Advisor. 2. Purshe Kaplan Sterling Investments - Investment related. 80 State Street, Albany, NY 12207, Broker/Dealer. Registered Representative, 07/2026. 5 Hrs/Month. Initiate and Service Insurance Products and Previously sold securities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-14
S63 Uniform Securities Agent State Law Examination 2008-03-04
  • S65 Uniform Investment Adviser Law Examination
    2013-05-14
  • S63 Uniform Securities Agent State Law Examination
    2008-03-04
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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STACKSTONE WEALTH, LLC
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STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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