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Inactive

William Joseph Fisher

Choreo, LLC

Rockford, IL

Allentown, PA

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-17
PA RA APPROVED 2026-03-17
  • NY RA
    APPROVED
    Since 2026-03-17
  • PA RA
    APPROVED
    Since 2026-03-17

Branch Locations

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

3435 Winchester Road Suite 102, Allentown, PA 18104 • 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
Penserv Plan Services, Inc. Columbia SC 01/2010 01/2021
Northeast Financial Group, Inc Allentown PA 01/2021 03/2026
Choreo, Llc Allentown PA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-23
S63 Uniform Securities Agent State Law Examination 1991-07-22
  • S65 Uniform Investment Adviser Law Examination
    2025-07-23
  • S63 Uniform Securities Agent State Law Examination
    1991-07-22
Other Names
  • William J Fisher

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
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