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Inactive

Anne Marie Phelps

Choreo, LLC

St. Louis, MO

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-05-23
IL RA APPROVED 2023-11-06
MO RA APPROVED 2023-11-02
NY RA APPROVED 2023-11-02
  • IA RA
    APPROVED
    Since 2025-05-23
  • IL RA
    APPROVED
    Since 2023-11-06
  • MO RA
    APPROVED
    Since 2023-11-02
  • NY RA
    APPROVED
    Since 2023-11-02

Branch Locations

101 S. Hanley Street Suite 800, St. Louis, MO 63105 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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
Bdo Wealth Advisors, Llc St. Louis IL 08/2015 10/2023
Choreo, Llc St. Louis MO 11/2023 Present
  • 08/2015 → 10/2023
    Bdo Wealth Advisors, Llc
    St. Louis, IL
  • 11/2023 → Present
    Choreo, Llc
    St. Louis, MO
Previous Registrations
  • 2015-08-11 → 2023-11-02
    Bdo Wealth Advisors, Llc
    Columbia, MD
    St. Louis, MO
  • 2011-11-18 → 2015-08-04
    Stone Carlie Wealth Advisors, Llc
    Saint Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-17
  • S65 Uniform Investment Adviser Law Examination
    2011-11-17

View on SEC IAPD

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