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Matthew Alfonso Casatico

Choreo, LLC

Orinda, CA

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-21
  • CA RA
    APPROVED
    Since 2025-05-21

Branch Locations

89 Davis Road Suite 160, Orinda, CA 94563 • 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
Ameritas Investment Company, Llc Lincoln NE 05/2020 02/2022
Charity Benefit Auctions San Ramon CA 02/2020 01/2022
David White & Associates San Ramon CA 09/2019 02/2022
Ameritas Life Insurance Corp Lincoln NE 09/2019 02/2022
Unemployed Martinez CA 06/2019 08/2019
University Of Nevada, Reno Reno NV 07/2015 05/2019
Nevada Premier Valet Reno NV 01/2018 03/2019
Townepark Reno NV 01/2018 02/2019
Townepark Walnut Creek CA 01/2018 02/2019
Uber Eats Reno NV 05/2018 08/2018
Townepark Reno NV 01/2017 01/2018
Ameritas Advisory Services, Llc Lincoln NE 11/2021 02/2022
Aldrich Wealth Carlsbad CA 02/2022 05/2025
Choreo, Llc Orinda CA 05/2025 Present
  • 05/2020 → 02/2022
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 02/2020 → 01/2022
    Charity Benefit Auctions
    San Ramon, CA
  • 09/2019 → 02/2022
    David White & Associates
    San Ramon, CA
  • 09/2019 → 02/2022
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/2019 → 08/2019
    Unemployed
    Martinez, CA
  • 07/2015 → 05/2019
    University Of Nevada, Reno
    Reno, NV
  • 01/2018 → 03/2019
    Nevada Premier Valet
    Reno, NV
  • 01/2018 → 02/2019
    Townepark
    Reno, NV
  • 01/2018 → 02/2019
    Townepark
    Walnut Creek, CA
  • 05/2018 → 08/2018
    Uber Eats
    Reno, NV
  • 01/2017 → 01/2018
    Townepark
    Reno, NV
  • 11/2021 → 02/2022
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 02/2022 → 05/2025
    Aldrich Wealth
    Carlsbad, CA
  • 05/2025 → Present
    Choreo, Llc
    Orinda, CA
Previous Registrations
  • 2022-02-24 → 2025-05-02
    Aldrich Wealth Lp
    San Diego, CA
    Lake Oswego, OR
    Carlsbad, CA
    Carlsbad,, CA
  • 2021-11-01 → 2022-03-08
    Ameritas Advisory Services, Llc
    San Ramon, CA
  • 2021-01-15 → 2021-11-01
    Ameritas Investment Company, Llc
    San Ramon, CA
    Glendale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-10
  • S66 Uniform Combined State Law Examination
    2020-12-10
Other Names
  • Matthew Casatico

View on SEC IAPD

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WESPAC ADVISORS, LLC
PENSERRA CAPITAL MANAGEMENT LLC
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CROSSPOINT CAPITAL MANAGEMENT
PENSERRA GLOBAL INVESTORS LLC
PENSERRA WEALTH MANAGEMENT
MB INMAN INVESTMENT ADVISORS, LLC

Other Investors

WILLIAM KIM
GREGORY JOSEPH CHRISTIAN
JOHN COLE WILLIAMS
TIMOTHY K CHAN
THOMAS CHRISTOPHER LAMBERT
JORGE NMN MADRIGAL
Katherine Sarah Drury
LEE WILSON GEIGER

Other Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA
PENSERRA CAPITAL MANAGEMENT LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA
CROSSPOINT CAPITAL MANAGEMENT · ORINDA, CA
PENSERRA GLOBAL INVESTORS LLC · ORINDA, CA
PENSERRA WEALTH MANAGEMENT · ORINDA, CA
MB INMAN INVESTMENT ADVISORS, LLC · ORINDA, CA

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