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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-11 |
| IL | RA | APPROVED | 2018-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Rockford | IL | 07/2015 | 12/2017 |
| Ameriprise Financial Services Inc | Madison | WI | 01/2018 | 07/2018 |
| Rsm Us Wealth Management Llc | Rockford | IL | 07/2018 | 02/2022 |
| Choreo, Llc | Rockford | IL | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 2009-03-03 |
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