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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-05 |
Branch Locations
100 Pacifica Suite 360, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Hills | CA | 10/2010 | 04/2023 |
| Insight Wealth Strategies, Lp | Irvine | CA | 04/2023 | 03/2026 |
| Choreo, Llc | Irvine | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-01 |
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