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Raymond Max Morrill

Choreo, LLC

Charlotte, NC

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-10
NV RA APPROVED 2020-12-15
TX RA APPROVED 2020-11-30
CA RA APPROVED 2017-03-23
  • NC RA
    APPROVED
    Since 2026-07-10
  • NV RA
    APPROVED
    Since 2020-12-15
  • TX RA
    APPROVED
    Since 2020-11-30
  • CA RA
    APPROVED
    Since 2017-03-23

Branch Locations

227 West Trade Street Suite 1100, Charlotte, NC 28202 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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
Cetera Advisor Networks Llc Los Angeles CA 06/2016 03/2017
Argosy Wealth Management Los Angeles CA 06/2016 03/2017
Rsm Us Wealth Management Llc Los Angeles CA 03/2017 02/2022
Choreo, Llc Costa Mesa CA 02/2022 06/2026
Choreo, Llc Charlotte NC 07/2026 Present
  • 06/2016 → 03/2017
    Cetera Advisor Networks Llc
    Los Angeles, CA
  • 06/2016 → 03/2017
    Argosy Wealth Management
    Los Angeles, CA
  • 03/2017 → 02/2022
    Rsm Us Wealth Management Llc
    Los Angeles, CA
  • 02/2022 → 06/2026
    Choreo, Llc
    Costa Mesa, CA
  • 07/2026 → Present
    Choreo, Llc
    Charlotte, NC
Previous Registrations
  • 2016-07-22 → 2017-03-29
    Argosy Wealth Management
    Los Angeles, CA
  • 2016-07-01 → 2017-03-24
    Cetera Wealth Services, Llc
    Los Angeles, CA
  • 2014-03-24 → 2016-03-30
    Edward Jones
    Beverly Hills, CA
    Whittier, CA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-10
S63 Uniform Securities Agent State Law Examination 2012-11-20
  • S66 Uniform Combined State Law Examination
    2014-01-10
  • S63 Uniform Securities Agent State Law Examination
    2012-11-20
Designations
Other Names
  • Raymond Max Morrill
  • Ray Morrill
  • Raymond Morrill

View on SEC IAPD

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