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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-18 |
| IA | RA | APPROVED | 2014-03-03 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
5167 Utica Ridge Road, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Davenport | IA | 12/2013 | 02/2022 |
| Choreo, Llc | Davenport | IA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-29 |
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