Inactive

Patrick Anthony Burchfield

Claim This Profile

Current Employers

Choreo, Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-06-26

IL RA
APPROVED

Since 2024-06-26

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

Organization	City	State	From	To
Choreo, Llc	Chicago	IL	11/2023	Present
Bdo Wealth Management	Chicago	IL	06/2022	10/2023
Student	Normal	IL	08/2018	05/2022
High School Student	Chicago	IL	08/2014	05/2018
Unemployed	Chicago	IL	05/2018	08/2018

11/2023 → Present

Choreo, Llc

Chicago, IL
06/2022 → 10/2023

Bdo Wealth Management

Chicago, IL
08/2018 → 05/2022

Student

Normal, IL
08/2014 → 05/2018

High School Student

Chicago, IL
05/2018 → 08/2018

Unemployed

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-26

S65 Uniform Investment Adviser Law Examination

2024-06-26

View on SEC IAPD

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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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