Inactive

James Michael Morgan

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Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-02

MD RA
APPROVED

Since 2026-01-02

Branch Locations

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

10960 Grantchester Way Suite 50, Columbia, MD 21044 • 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
Hefren Tillotson	Pittsburgh	PA	10/2014	06/2022
Bdo Wealth Advisors	Columbia	MD	06/2022	10/2023
Choreo, Llc	Columbia	MD	11/2023	Present

10/2014 → 06/2022

Hefren Tillotson

Pittsburgh, PA
06/2022 → 10/2023

Bdo Wealth Advisors

Columbia, MD
11/2023 → Present

Choreo, Llc

Columbia, MD

Designations

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STACKSTONE WEALTH, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER

JENNIFER ELISE LEWIS

DAVID RAY FEHRLE

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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