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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
89 Davis Road Suite 160, Orinda, CA 94563 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 02/2017 |
| Enso Wealth Management | Lafayette | CA | 02/2017 | 01/2023 |
| Choreo, Llc | Orinda | CA | 01/2023 | Present |
1) JCBC Enterprises LLC, not investment-related, Lafayette, CA; Educational year round enrichment programs for children; CFO; started November 2013; zero hours per week during securities trading hours. Spouse's franchise and duties are related to finance related items. 2) Highland Capital Brokerage, Inc., 3535Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in March 2017, devote approximately 8 hours per month during securities trading hours. Duties are related to new insurance products for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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