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Inactive

Michael Lin

Choreo, LLC

Rockford, IL

Potomac, MD

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-14
NY RA APPROVED 2021-08-27
TX RA APPROVED_RES 2020-12-11
  • MD RA
    APPROVED
    Since 2026-01-14
  • NY RA
    APPROVED
    Since 2021-08-27
  • TX RA
    APPROVED_RES
    Since 2020-12-11

Branch Locations

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

12505 Park Potomac Ave Suite 700, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Us Wealth Management Llc Gaithersburg MD 01/2012 02/2022
Choreo, Llc Peoria IL 02/2022 Present
  • 01/2012 → 02/2022
    Rsm Us Wealth Management Llc
    Gaithersburg, MD
  • 02/2022 → Present
    Choreo, Llc
    Peoria, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-18
  • S65 Uniform Investment Adviser Law Examination
    2012-04-18
Designations
Other Names
  • Mike Lin

View on SEC IAPD

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THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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