Sean Daniel Harrell

Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-06

CA RA
APPROVED

Since 2023-01-06

Branch Locations

11 5Th Street, Suite 108, Petaluma, CA 94952 • 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

Organization	City	State	From	To
Morgan Stanley	Santa Rosa	CA	05/2016	09/2018
Morgan Stanley Private Bank, National Association	New York	NY	05/2016	09/2018
Enso Wealth Management	Petaluma	CA	12/2018	01/2023
Choreo, Llc	Petaluma	CA	01/2023	Present

05/2016 → 09/2018

Morgan Stanley

Santa Rosa, CA
05/2016 → 09/2018

Morgan Stanley Private Bank, National Association

New York, NY
12/2018 → 01/2023

Enso Wealth Management

Petaluma, CA
01/2023 → Present

Choreo, Llc

Petaluma, CA

Previous Registrations

2021-04-15 → 2023-01-05

Enso Wealth Management, Llc

Petaluma, CA
2018-12-06 → 2020-12-31

Enso Wealth Management, Llc

Petaluma, CA
2016-05-17 → 2018-09-25

Morgan Stanley

Santa Rosa, CA
2015-01-30 → 2016-05-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA

Santa Rosa, CA

Other Businesses

1) Highland Capital Brokerage, Inc., 3535Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in January 2019. Devote less than 1 hour monthly. Duties are related to new insurance products for clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-29

S66 Uniform Combined State Law Examination

2015-01-29

Other Names

Sean Daniel Harrell
Sean Daniel Harrell
Sean D Harrell

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