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Timothy Green

CHOREO PARTNER ALLIANCE

Boulder, CO

·CRD# 2918021·13 years experience

Professional Summary

Timothy Green, who also goes by Tim Green, Timothy Todd Green, is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Boulder, Colorado and CITIGROUP GLOBAL MARKETS INC. located in Denver, Colorado. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Timothy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tim Green, Timothy Todd Green

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

CHOREO PARTNER ALLIANCE, LLC·CRD# 325238

RIA

1470 Walnut Street #301, Boulder, CO 80302

June 23, 2025 - Present

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

RIA

BD

Citi Private Bank 1225 17th Street 21st Floor, Suite 2100, Denver, CO, 80202

October 5, 2026 - Present

WELLS FARGO SECURITIES, LLC·CRD# 126292

BD

Denver, CO

August 25, 2021 - March 6, 2025

WELLS FARGO SECURITIES, LLC·CRD# 126292

BD

Denver, CO

February 5, 2013 - June 4, 2020

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Current Firm

CP

CHOREO PARTNER ALLIANCE, LLC

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

Registered Investment Advisory firm - SEC (5/3/2023 Approved)

Contact Information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Phone Number

(888) 312-8467

# of Employees

13

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHOREO PARTNER ALLIANCE FORM ADV 2A MARCH 26 2026 FINAL (3/26/2026)

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am owner/manager of Twin Vert LLC. Address is my home address of 7264 S Sundown Cir, Littleton, CO 80120. This business was created in April 2026.This is a small consulting practice where I advise small private businesses with revenues less than $20 million in annual revenue. My advice centers around accounting, bookkeeping, finance and treasury management. As of 6/8/2026, I commit 0 hours per week to this business but in the future my consulting activity will be limited to nights and weekend and less than 10 hours per week.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CP

CHOREO PARTNER ALLIANCE, LLC

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

Registered Investment Advisory firm - SEC (5/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(10/5/2026)

RR

Alaska
(10/5/2026)

RR

Arizona
(10/5/2026)

RR

Arkansas
(10/5/2026)

RR

California
(10/5/2026)

IAR

Colorado
(6/23/2025)

RR

Colorado
(10/5/2026)

RR

Connecticut
(10/5/2026)

RR

Delaware
(10/5/2026)

RR

District of Columbia
(10/5/2026)

RR

Florida
(10/5/2026)

RR

Georgia
(10/5/2026)

RR

Hawaii
(10/5/2026)

RR

Idaho
(10/5/2026)

IAR

Illinois
(6/23/2025)

RR

Illinois
(10/5/2026)

RR

Indiana
(10/5/2026)

RR

Iowa
(10/5/2026)

RR

Kansas
(10/5/2026)

RR

Kentucky
(10/5/2026)

RR

Louisiana
(10/5/2026)

RR

Maine
(10/5/2026)

RR

Maryland
(10/5/2026)

RR

Massachusetts
(10/5/2026)

RR

Michigan
(10/5/2026)

RR

Minnesota
(10/5/2026)

RR

Mississippi
(10/5/2026)

RR

Missouri
(10/5/2026)

RR

Montana
(10/5/2026)

RR

Nebraska
(10/5/2026)

RR

Nevada
(10/5/2026)

RR

New Hampshire
(10/5/2026)

RR

New Jersey
(10/5/2026)

RR

New Mexico
(10/5/2026)

RR

New York
(10/5/2026)

RR

North Carolina
(10/5/2026)

RR

North Dakota
(10/5/2026)

RR

Oklahoma
(10/5/2026)

RR

Oregon
(10/5/2026)

RR

Pennsylvania
(10/5/2026)

RR

Puerto Rico
(10/5/2026)

RR

Rhode Island
(10/5/2026)

RR

South Carolina
(10/5/2026)

RR

South Dakota
(10/5/2026)

RR

Tennessee
(10/5/2026)

RR

Texas
(10/5/2026)

RR

Utah
(10/5/2026)

RR

Vermont
(10/5/2026)

RR

Virgin Islands
(10/5/2026)

RR

Virginia
(10/5/2026)

RR

Washington
(10/5/2026)

RR

West Virginia
(10/5/2026)

RR

Wisconsin
(10/5/2026)

RR

Wyoming
(10/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Feb 2013About the Series 79 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Green's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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TG

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