Donald Dean Mccormick

Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-20
NV	RA	APPROVED	2026-07-20
TX	RA	APPROVED_RES	2026-03-08
CA	RA	APPROVED	2026-03-06

CO RA
APPROVED

Since 2026-07-20
NV RA
APPROVED

Since 2026-07-20
TX RA
APPROVED_RES

Since 2026-03-08
CA RA
APPROVED

Since 2026-03-06

Branch Locations

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

100 Pacifica Suite 360, Irvine, CA 92618 • 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 No
Termination Yes

Employment History

Organization	City	State	From	To
Insight Advisors, Inc.	Irvine	CA	07/1993	02/2026
Insight Wealth Strategies, Lp	Irvine	CA	09/2009	02/2026
Choreo, Llc	Irvine	CA	03/2026	Present

07/1993 → 02/2026

Insight Advisors, Inc.

Irvine, CA
09/2009 → 02/2026

Insight Wealth Strategies, Lp

Irvine, CA
03/2026 → Present

Choreo, Llc

Irvine, CA

Previous Registrations

2016-01-19 → 2026-03-05

Insight Wealth Strategies, Lp

Irvine, CA

Irvine, CA
2009-10-26 → 2015-12-31

Insight Wealth Strategies, Lp

Irvine, CA
2008-05-21 → 2009-08-07

J. W. Cole Advisors, Inc.

Irvine, CA
2007-06-06 → 2008-02-27

1St Global Advisors Inc

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-23

S66 Uniform Combined State Law Examination

2007-05-23

View on SEC IAPD

Current Employers

Choreo, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews