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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lawrence’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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)
- Lisa M. TamburiniGeneral Counsel and Chief Compliance Officer, Choreo, LLC
- Matthew A. GotlinChief Investment Officer, Choreo, LLC
- Molly F. McMillinChief Financial Officer, Choreo, LLC
- Jason D. Van De LooChief Executive Officer, Choreo, LLC
- Michael D. RittershausChief Service Officer, Choreo, LLC
4 more people named with Lawrence on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething 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.