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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-10 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
4100 Edison Lakes Parkway Suite 215, Mishawaka, IN 46545 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | South Bend | IN | 10/2016 | 06/2019 |
| Knights Of Columbus Insurance - Stackowicz Agency | South Bend | IN | 02/2016 | 09/2016 |
| Rsm Us Wealth Management Llc | Elkhart | IN | 07/2019 | 02/2022 |
| Choreo, Llc | Mishawaka | IN | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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