Chief Financial Officer · Choreo Partner Alliance, LLC
Molly F. McMillin
CRD 5143419 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Choreo Partner Alliance, LLC, an SEC-registered asset manager based in Rockford, IL with $0 in regulatory assets, lists Molly F. McMillin on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Molly at 1 other registered adviser.
Firms and roles
- Choreo Partner Alliance, LLCChief Financial OfficerAsset manager · Rockford, IL · $0M in regulatory assets
- Choreo, LLCChief Financial OfficerWealth manager · Rockford, IL · $19B in regulatory assets
AtlasMembers
Molly’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.
Colleagues named on the same filings (9)
- Lisa M. TamburiniGeneral Counsel and Chief Compliance Officer, Choreo Partner Alliance, LLC
- Lawrence K. MilesExecutive Vice President, Corporate Development, Choreo Partner Alliance, LLC
- Matthew A. GotlinChief Investment Officer, Choreo Partner Alliance, LLC
- Jason D. Van De LooChief Executive Officer, Choreo Partner Alliance, LLC
- Michael D. RittershausChief Service Officer, Choreo Partner Alliance, LLC
4 more people named with Molly 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 Molly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.