Jeffrey Neil Margolis

Current Employers

Choreo Partner Alliance, Llc

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2026-06-02
MA	RA	APPROVED	2026-05-19
CO	RA	APPROVED	2026-05-04
FL	RA	APPROVED	2026-05-04
KY	RA	APPROVED	2026-05-04
MI	RA	APPROVED	2026-05-04
NV	RA	APPROVED	2026-05-04
NC	RA	APPROVED	2026-05-04
SD	RA	APPROVED	2026-05-04
VA	RA	APPROVED	2026-05-04
CA	RA	APPROVED	2026-04-27
TX	RA	APPROVED	2026-04-27
WA	RA	APPROVED	2026-04-27

DC RA
APPROVED

Since 2026-06-02
MA RA
APPROVED

Since 2026-05-19
CO RA
APPROVED

Since 2026-05-04
FL RA
APPROVED

Since 2026-05-04
KY RA
APPROVED

Since 2026-05-04
MI RA
APPROVED

Since 2026-05-04
NV RA
APPROVED

Since 2026-05-04
NC RA
APPROVED

Since 2026-05-04
SD RA
APPROVED

Since 2026-05-04
VA RA
APPROVED

Since 2026-05-04
CA RA
APPROVED

Since 2026-04-27
TX RA
APPROVED

Since 2026-04-27
WA RA
APPROVED

Since 2026-04-27

Branch Locations

Seattle, WA • 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

Organization	City	State	From	To
Zyomed	Seattle	WA	11/2015	09/2016
Owlcam	Palo Alto	CA	09/2016	01/2017
Microsoft	Redmond	WA	03/2017	07/2022
Google	Seattle	WA	08/2022	06/2024
Meta	Seattle	WA	06/2024	Present
Choreo Partner Alliance, Llc	Seattle	WA	04/2026	Present

11/2015 → 09/2016

Zyomed

Seattle, WA
09/2016 → 01/2017

Owlcam

Palo Alto, CA
03/2017 → 07/2022

Microsoft

Redmond, WA
08/2022 → 06/2024

Google

Seattle, WA
06/2024 → Present

Meta

Seattle, WA
04/2026 → Present

Choreo Partner Alliance, Llc

Seattle, WA

Other Businesses

Prince and Fox, LLC - non-investment-related, 520 1st Avenue S, Seattle, Washington 98104, art gallery, manager, 04/2016, approx. 5 hours/month, 0 hours during weekdays, primary owner and operator Gallery B612, LLC - non-investment-related, 520 1st Avenue S, Seattle, Washington 98104, art gallery, manager, 04/2016, approx. 5 hours/month, 0 hours during weekdays, primary owner and operator Lattice Financial Group, LLC - investment related - the business is a passive owner of a registered investment advisor which makes referrals to another registered investment advisor, 30 N. Gould Str. Ste. N, Sheridan, WY 82801, holding company, manager, 4/2026, <1 hour/month, 0 hours during weekdays, manager

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-27

S65 Uniform Investment Adviser Law Examination

2026-04-27

Other Names

Jeffrey N Margolis

View on SEC IAPD