Best Investors Account Sign in
Inactive

Donte' Jordan Blanchard

Choreo, LLC

Rockford, IL

Davenport, IA

CRD 7113755

Claim This Profile
Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-29
  • IA RA
    APPROVED
    Since 2023-06-29

Branch Locations

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

4620 E. 53Rd Street Suite 200, Davenport, IA 52807 • 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
Edward Jones St Louis MO 05/2019 02/2022
South Dakota National Guard Sioux Falls SD 08/2014 02/2022
Wal-Mart Aberdeen SD 06/2016 05/2018
One Main Financial Aberdeen SD 05/2018 05/2019
1-800-Hansons Sioux Falls SD 02/2022 06/2023
Choreo, Llc Davenport IA 06/2023 Present
  • 05/2019 → 02/2022
    St Louis, MO
  • 08/2014 → 02/2022
    South Dakota National Guard
    Sioux Falls, SD
  • 06/2016 → 05/2018
    Wal-Mart
    Aberdeen, SD
  • 05/2018 → 05/2019
    One Main Financial
    Aberdeen, SD
  • 02/2022 → 06/2023
    1-800-Hansons
    Sioux Falls, SD
  • 06/2023 → Present
    Davenport, IA
Previous Registrations
  • 2019-07-23 → 2022-02-02
    St Louis, MO
    Huron, SD
    Mitchell, SD
    Huron, SD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-22
  • S66 Uniform Combined State Law Examination
    2019-07-22
Designations
  • Certified Financial Planner
Other Names
  • Donte Jordan Blanchard

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Rockford, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor