Timothy Green

CHOREO PARTNER ALLIANCE

Boulder, CO 80302

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CRD#: 2918021

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.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Timothy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Green | Timothy Todd Green

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 23, 2025 - Present

CHOREO PARTNER ALLIANCE, LLC

Office #1: 1470 Walnut Street #301, Boulder, CO 80302

RIA

CRD#: 325238

Boulder, CO

Past

August 25, 2021 - March 6, 2025

WELLS FARGO SECURITIES, LLC

CRD#: 126292

DENVER, CO

Past

February 5, 2013 - June 4, 2020

WELLS FARGO SECURITIES, LLC

CRD#: 126292

DENVER, CO

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".

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/23/2025)

IAR

Illinois
(6/23/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/5/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 2/4/2013

Investment Banking Registered Representative Examination

Current Firm

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA

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

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Contact information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Mailing Address

Phone number

(312) 702-1680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHOREO PARTNER ALLIANCE FORM ADV 2A MARCH 2025 FINAL (3/26/2025)

Red Flags

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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Timothy Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHOREO PARTNER ALLIANCE, LLC

WELLS FARGO SECURITIES, LLC

WELLS FARGO SECURITIES, LLC

Primary Firm SEC Registration

CHOREO PARTNER ALLIANCE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2025

Series 63

Date: 7/5/2013

SIE

Date: 10/1/2018

Series 79

Date: 2/4/2013

Current Firm

CHOREO PARTNER ALLIANCE, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CHOREO PARTNER ALLIANCE, LLC

TRUST BUT VERIFY

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