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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-20 |
| UT | RA | APPROVED | 2024-06-18 |
| CA | RA | APPROVED | 2023-01-09 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noah Jacobson Inc. | Peteluma | CA | 11/2011 | 12/2016 |
| Jacobson & Breen Wealth Management, Llc | Petaluma | CA | 01/2014 | 01/2017 |
| Enso Wealth Management | Petaluma | CA | 12/2016 | 01/2023 |
| Choreo, Llc | Petaluma | CA | 01/2023 | Present |
1.SANTA ROSA JUNIOR COLLEGE FOUNDATION, INVESTMENT COMMITTEE & FRIENDS OF THE PETALUMA CAMPUS TRUST BOARD MEMBER, INVESTMENT RELATED, 1501 MENDOCINO AVE. SANTA ROSA, CA 95401, INVESTMENT MANAGEMENT OVERSIGHT, COMMITTEE MEMBER FOR THE INVESTMENT COMMITTEE AND BOARD MEMBER, JUNE 2013, 3HRS,/MTH, 0 HRS DURING TRADING. DUTIES: OVERSEE AND ADVISE REGARDING INVESTMENT MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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