Taylor Mcclellan Greenleaf

Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-10-23
OR	RA	APPROVED	2024-10-23

CA RA
APPROVED

Since 2024-10-23
OR RA
APPROVED

Since 2024-10-23

Branch Locations

Ashland, OR • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Greenleaf & Burleson Wealth Management, Llc	Sonoma	CA	05/2004	08/2017
Enso Wealth Management, Llc	Petaluma	CA	08/2017	01/2023
Choreo, Llc	Minneapolis	MN	01/2023	Present

05/2004 → 08/2017

Greenleaf & Burleson Wealth Management, Llc

Sonoma, CA
08/2017 → 01/2023

Enso Wealth Management, Llc

Petaluma, CA
01/2023 → Present

Choreo, Llc

Minneapolis, MN

Previous Registrations

2021-02-26 → 2023-01-05

Enso Wealth Management, Llc

Petaluma, CA

Ashland, OR

Petaluma, CA

Ashland, OR
2017-08-11 → 2020-12-31

Enso Wealth Management, Llc

Petaluma, CA
2004-06-24 → 2017-08-25

Burleson & Company, Llc

Petaluma, CA

Sonoma, CA
2003-06-18 → 2006-01-04

Fsc Securities Corporation

Petaluma, CA
2000-03-16 → 2003-06-27

Ubs Financial Services Inc.

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-02-29

S66 Uniform Combined State Law Examination

2000-02-29