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Inactive

Birju R. Munshi

Choreo, LLC

Rockford, IL

Madison, WI

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-05-02
  • IL RA
    APPROVED
    Since 2019-05-02

Branch Locations

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

1 Erdman Place Suite 404, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rpg - Life Transition Specialists Riverwoods IL 06/2015 12/2017
Jll - Jones Lang Lasalle Chicago IL 01/2018 11/2018
Rsm Us Wealth Management Llc Schaumburg ID 11/2018 02/2022
Choreo, Llc Madison WI 02/2022 Present
  • 06/2015 → 12/2017
    Rpg - Life Transition Specialists
    Riverwoods, IL
  • 01/2018 → 11/2018
    Jll - Jones Lang Lasalle
    Chicago, IL
  • 11/2018 → 02/2022
    Rsm Us Wealth Management Llc
    Schaumburg, ID
  • 02/2022 → Present
    Choreo, Llc
    Madison, WI
Previous Registrations
  • 2017-10-27 → 2018-01-02
    Securities America Advisors, Inc.
    Riverwoods, IL
  • 2015-06-23 → 2017-11-01
    National Planning Corporation
    Riverwoods, IL
    Aurora, IL
  • 2012-10-30 → 2014-05-19
    Edelman Financial Services, Llc
    Oak Brook, IL
    Fairfax, VA
    Grenview, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-29
  • S66 Uniform Combined State Law Examination
    2012-10-29
Other Names
  • Birju A. Munshi
  • Birju Munshi

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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