Peter Michael Maris

Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-28
AZ	RA	APPROVED	2026-07-27
CO	RA	APPROVED	2026-07-27
IL	RA	APPROVED	2026-07-23
FL	RA	APPROVED	2026-07-21
NH	RA	APPROVED	2026-07-10
TX	RA	APPROVED_RES	2026-07-10
CA	RA	APPROVED	2026-07-09

NY RA
APPROVED

Since 2026-07-28
AZ RA
APPROVED

Since 2026-07-27
CO RA
APPROVED

Since 2026-07-27
IL RA
APPROVED

Since 2026-07-23
FL RA
APPROVED

Since 2026-07-21
NH RA
APPROVED

Since 2026-07-10
TX RA
APPROVED_RES

Since 2026-07-10
CA RA
APPROVED

Since 2026-07-09

Branch Locations

1000 Skokie Road Suite 525, Wilmette, IL 60091 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Securities Service Network, Inc	Wilmette	IL	10/2008	09/2020
Securities America, Inc.	Wilmette	IL	09/2020	06/2024
Resource Financial Group, Ltd.	Wilmette	IL	11/1996	06/2026
Osaic Wealth, Inc.	Wilmette	IL	06/2024	06/2026
Choreo, Llc	Wilmette	IL	07/2026	Present
Purshe Kaplan Sterling Investments	Albany	NY	07/2026	Present

10/2008 → 09/2020

Securities Service Network, Inc

Wilmette, IL
09/2020 → 06/2024

Securities America, Inc.

Wilmette, IL
11/1996 → 06/2026

Resource Financial Group, Ltd.

Wilmette, IL
06/2024 → 06/2026

Osaic Wealth, Inc.

Wilmette, IL
07/2026 → Present

Choreo, Llc

Wilmette, IL
07/2026 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

1998-08-28 → 2026-07-09

Resource Financial Group, Ltd.

Wilmette, IL
1998-08-28 → 2002-12-31

Resource Financial Group, Ltd.

Wilmette, IL

Other Businesses

1) Choreo Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 06/2026 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) TRUSTEE FOR MICHAEL S. MARIS Trust. Investment Related.1000 Skokie Blvd Suite 525, Wilmette IL 60091, United States. Trustee for Michael S. Maris (family). Trustee. 2 hrs/ month: 2 hrs/month during SECURITIES TRADING HOURS: 11/14/1992. Trustee duties 4) TRUSTEE FOR THE TATGE TRUST FOR CHILDREN TRUST AGREEMENT. Investment Related.1000 Skokie Blvd Suite 525, Wilmette IL 60091, United States. Trustee for Trustee for the Tatge Trust for Children Trust agreement. Trustee. 3 hrs/ month: 3 hrs/month during SECURITIES TRADING HOURS: POSITION: Trustee NATURE: INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2008. Act in the best interest of the two beneficiaries of this trust. 5) Purshe Kaplan Sterling Investments - Investment Related - 80 State Street, Albany NY 12207, Broker Dealer, Registered Representative, 07/2026. 5 hrs/month, Initiate and Service Insurance Products & previously sold securities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-20
S63	Uniform Securities Agent State Law Examination	1991-10-16

S65 Uniform Investment Adviser Law Examination

1997-02-20
S63 Uniform Securities Agent State Law Examination

1991-10-16

Designations

View on SEC IAPD