Best Investors Account Sign in
Inactive

Lauren Allison Martinez

Choreo, LLC

Charlotte, NC

Rockford, IL

Claim This Profile
Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-26
  • NC RA
    APPROVED
    Since 2022-05-26

Branch Locations

300 South Tryon Street, Suite 800, 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
Staton Financial Advisors, Llc Charlotte NC 06/2016 10/2017
Novare Capital Management, Llc Charlotte NC 10/2017 03/2021
Verum Partners Llc Charlotte NC 03/2021 02/2022
Choreo, Llc Charlotte NC 05/2022 Present
  • 06/2016 → 10/2017
    Staton Financial Advisors, Llc
    Charlotte, NC
  • 10/2017 → 03/2021
    Novare Capital Management, Llc
    Charlotte, NC
  • 03/2021 → 02/2022
    Verum Partners Llc
    Charlotte, NC
  • 05/2022 → Present
    Choreo, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-06
  • S65 Uniform Investment Adviser Law Examination
    2017-04-06

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor