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Inactive

Dorothy Evelyn Bossung

Choreo, LLC

Chicago, IL

Ft. Lauderdale, FL

Rockford, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-16
IL RA APPROVED 2023-12-21
FL RA APPROVED 2023-12-08
  • NY RA
    APPROVED
    Since 2024-01-16
  • IL RA
    APPROVED
    Since 2023-12-21
  • FL RA
    APPROVED
    Since 2023-12-08

Branch Locations

330 N. Wabash Suite 3200, Chicago, IL 60611 • United States

515 E. Olas Blvd. 5Th Floor, Ft. Lauderdale, FL 33301 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowery Asset Consulting, Llc Chicago IL 07/2009 10/2021
Bdo Wealth Advisors, Llc Chicago IL 10/2021 10/2023
Choreo, Llc Chicago IL 11/2023 Present
  • 07/2009 → 10/2021
    Lowery Asset Consulting, Llc
    Chicago, IL
  • 10/2021 → 10/2023
    Bdo Wealth Advisors, Llc
    Chicago, IL
  • 11/2023 → Present
    Choreo, Llc
    Chicago, IL
Previous Registrations
  • 2022-09-07 → 2023-11-02
    Bdo Wealth Advisors, Llc
    Tampa, FL
  • 2007-04-12 → 2009-07-29
    Interocean Wealth Management Llc
    Chicago, IL
  • 2002-10-07 → 2007-03-26
    Deloitte Investment Advisors Llc
    Chicago, IL
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-07-29
S65 Uniform Investment Adviser Law Examination 1992-12-15
  • S63 Uniform Securities Agent State Law Examination
    2008-07-29
  • S65 Uniform Investment Adviser Law Examination
    1992-12-15
Designations
Other Names
  • Dorothy Onoda
  • Dorothy Evelyn Bond
  • Dorothy Evelyn Cruger
  • Dorothy E Bossung

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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