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Executive Vice President, Corporate Development · Choreo, LLC

Lawrence K. Miles

CRD 4549340 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Choreo, LLC, an SEC-registered wealth manager based in Rockford, IL with $19.1 billion in regulatory assets, lists Lawrence K. Miles on its Form ADV as Executive Vice President, Corporate Development, a control person. The SEC filings also name Lawrence at 1 other registered adviser.

Firms and roles

  • Choreo, LLCExecutive Vice President, Corporate DevelopmentWealth manager · Rockford, IL · $19B in regulatory assets
  • Choreo Partner Alliance, LLCExecutive Vice President, Corporate DevelopmentAsset manager · Rockford, IL · $0M in regulatory assets

AtlasMembers

Lawrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Lawrence on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.