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Inactive

William George Lowery

Choreo, LLC

Rockford, IL

Chicago, IL

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Current Employers
Choreo, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-02
NY RA APPROVED 2023-11-02
TX RA APPROVED 2023-11-02
  • IL RA
    APPROVED
    Since 2023-11-02
  • NY RA
    APPROVED
    Since 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-02

Branch Locations

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

330 N. Wabash Suite 3200, Chicago, IL 60611 • 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
Lowery Asset Consulting, Llc Chicago IL 10/2002 10/2021
Bdo Wealth Advisors, Llc Chicago IL 10/2021 10/2023
Choreo, Llc Chicago IL 11/2023 Present
  • 10/2002 → 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
  • 2022-01-13 → 2023-11-02
    Bdo Wealth Advisors, Llc
    Chicago, IL
  • 2007-05-25 → 2021-10-22
    Lowery Asset Consulting, Llc
    Chicago, IL
    Chcago, IL
  • 2002-08-06 → 2002-12-31
    Lowery Asset Consulting, Llc
    Palatine, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 1984-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    1984-08-31
Other Names
  • Bill Lowery
  • William G Lowery

View on SEC IAPD

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JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
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

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