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ria

Choreo

ROCKFORD, IL
CRD: 111221
In network coverage since September 15, 2026 · 7 stories
$19.1BRegulatory AUMSEC Form ADV · Oct 17
232EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 19 – Oct 17
Deal recordFull tracker →
Sep 22, 26Deal announcedBeemo Automation — coverage
Network coverage
The Close

Choreo hires ex-LPL ClientWorks chief Gabriel Rodriguez as CTO

Rodriguez will run advisor technology, platform integration and AI at the $19.1 billion RIA.
Moves · Oct 14Choreo hires Gabriel Rodriguez, ex-LPL technology executive, as CTO
The Close · Sep 23The cash spread is what the selloff repriced
RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own
The Close · Sep 17The advice industry's next dollar is adjudication, not allocation
Moves · Sep 15At Choreo, the integration job now comes with the HR title
Moves · Sep 15Choreo's fourth Edelman hire is an integration bet
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