Matthew Tyler Bankston

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 06/2019
  Argent Financial Group
  Shreveport, LA
• 02/2012 → 06/2019
  Lpl Financial Llc
  Shreveport, LA
• 07/2019 → 02/2022
  Rsm Us Wealth Management Llc
  Minneapolis, MN
• 02/2022 → Present
  Choreo, Llc
  Shreveport, LA

Previous Registrations

• 2012-02-14 → 2016-12-13
  Lpl Financial Llc
  Shreveport, LA
• 2010-04-27 → 2011-06-29
  Morgan Stanley
  Shreveport, LA
• 2004-09-17 → 2010-02-24
  Strategic Advisers Llc
  Westlake, TX
• 2004-07-26 → 2004-08-20
  Ameriprise Financial Services, Llc
  Richardson, TX

Other Businesses

1. 4/2/2013: BNR Investments, LLC - Investment Related - Other-Business Owner - Time Spent 10% - The purpose of the business is the buy houses that need to be remodeled, do the renovations, and sell the properties. It is a passive business that holds rental real estate and I have a 50% partner on the business.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-24

Other Names

• Matt Tyler Bankston