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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-13 |
| IA | RA | APPROVED | 2025-02-13 |
| MN | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED_RES | 2020-12-11 |
| SD | RA | APPROVED | 2018-10-16 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
2101 W. 41St St Suite 22, Sioux Falls, SD 57105 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Sioux Falls | SD | 09/2009 | 03/2017 |
| Samuel Theobald | Sioux Falls | SD | 10/2012 | 10/2016 |
| Naifa | Sioux Falls | SD | 06/2015 | 07/2019 |
| Younkers | Sioux Falls | SD | 01/2016 | 09/2017 |
| Rsm Us Wealth Management Llc | Sioux Falls | SD | 06/2018 | 02/2022 |
| Sammons Financial Group | Sioux Falls | SD | 03/2017 | 06/2018 |
| Choreo, Llc | Rockford | IL | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-15 |
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