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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-01 |
| CO | RA | APPROVED | 2026-05-01 |
| IL | RA | APPROVED | 2026-05-01 |
| KY | RA | APPROVED | 2026-05-01 |
| MI | RA | APPROVED | 2026-05-01 |
| MT | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2020-12-09 |
| WA | RA | APPROVED | 2017-02-10 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
601 Union St Suite 2300, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Seattle | WA | 07/2012 | 02/2022 |
| Choreo, Llc | Seattle | WA | 02/2022 | Present |
1. NORTHGATE H5 PARTNERS LLC, INVESTOR/MEMBER OF LLC (15% INTEREST), COMMERCIAL REAL ESTATE IN SEATTLE, 14320 57TH AVENUE SE, EVERETT, WA 98208 (4-25-2019) 0 HOURS DURING SECURITIES TRADING HOURS. 2. RESIDENTIAL RENTAL REAL ESTATE DUPLEX, OWNER/MANAGER (100%), 3731 MADRONA STREET, UNITS A&B, BREMERTON, WA 98312 (7-3-2017) 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-04 |
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