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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-17 |
| TN | RA | APPROVED | 2023-03-17 |
| CA | RA | APPROVED | 2023-01-09 |
Branch Locations
89 Davis Road Suite 160, Orinda, CA 94563 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Spring Hill, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 04/2022 |
| Enso Wealth Management | Orinda | CA | 04/2022 | 01/2023 |
| Choreo, Llc | Orinda | CA | 01/2023 | Present |
1) Wealth Reconstructed, LLC; not investment related; 385 14th Street, Apt. 2403, Oakland, CA 94612, public speaking and writing, proprietor, 8/2022. Duties are related to being invited to speak on women and people of color and finances/money; 11-20 hours/month; 0 hours during securities trading hours. 2) Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in April 2022, devote approximately 8 hours per month during securities trading hours. Duties are related to new insurance products for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-26 |
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