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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-02 |
| NY | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
10960 Grantchester Way Suite 500, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biegel & Waller Llc | Columbia | MD | 12/2009 | 01/2020 |
| Bdo Wealth Advisors, Llc | Columbia | MD | 01/2020 | 10/2023 |
| Choreo, Llc | Columbia | MD | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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