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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-17 |
| WA | RA | APPROVED | 2026-07-17 |
| OR | RA | APPROVED | 2026-03-27 |
| NV | RA | APPROVED | 2026-03-12 |
| CA | RA | APPROVED | 2023-01-12 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
117 West Lake Street, Mount Shasta, CA 96067 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enso Wealth Management, Llc | Mount Shasta | CA | 12/2018 | 01/2023 |
| Choreo, Llc | Mount Shasta | CA | 01/2023 | Present |
| Edward D. Jones & Co., L.P. | Mount Shasta | CA | 02/1994 | 12/2018 |
1) Fall River Brewing Company, not-investment related, Fall River Mills, CA. Brewery Board Member and partial ownership interest. Start date 12/1/2015 and less than 1 hour of time weekly during securities trading hours. Manage the companies SIMPLE IRA plan and charge fees to manage. 2) Black Dog, Inc., not investment-related, 320 N Mt Shasta Blvd Mt Shasta, CA96067. Restaurant. Half owner. Started in Dec 2019. Devotes about 0.5 hour per month to the business. 0 hour during securities trading hours. Duties include planning and tax preparation and managing the SIMPLE IRA plan and charges fees to manage. 3) Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in 2019, devote less than 1 hour per month during securities trading hours. Duties are related to new insurance products for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-08 |
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