RC
Robert J. Coursey
CHOREO PARTNER ALLIANCE
Elgin, IL 60123
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CRD#: 6437746
RC
Professional summary
Robert J Coursey, who also goes by Rob Coursey, is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Elgin, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Coursey
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.
1) 04/12/2017 - MUELLER FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1/1/2015 - 20 hr/mth 2) 5/3/2017 - MUELLER FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - start 1/1/2015 - 20 Hours Per Month/0 Hours During Securities Trading - Time spent 5%. 3) 5/13/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4) 5/15/2019 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 3/29/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2019. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 6/3/2021 - Cadencia Holding Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 6/1/2021. 6) 6/15/2021 - Mueller DotKonnect - DBA: IHT Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 6/1/2021 - 8 Hours Per Month/0 Hours During Securities Trading. 7) 6/15/2021 - PFK Mueller - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - PARTNER/OWNER - Started 6/15/2021 - 200 Hours Per Month - Time Spent 90% - AUDIT/TAX/ACCOUNTING SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Robert J Coursey's 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®
NoneExperience
Current
January 7, 2025 - Present
CHOREO PARTNER ALLIANCE, LLC
Office #1: 1707 N Randall Road, Elgin, IL 60123RIA
CRD#: 325238
Elgin, IL
Past
July 18, 2024 - October 17, 2024
CHOREO PARTNER ALLIANCE, LLC
RIA
CRD#: 325238
Elgin, IL
Past
March 29, 2019 - November 18, 2024
IHT WEALTH MANAGEMENT LLC
RIA
CRD#: 171481
Elgin, IL
Past
April 12, 2017 - March 29, 2019
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Elgin, IL
Past
April 12, 2017 - December 31, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
ELGIN, IL
Past
March 22, 2017 - March 30, 2017
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Elgin, IL
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 - (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
Illinois(1/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CHOREO PARTNER ALLIANCE, LLC
CHOREO PARTNER ALLIANCE, LLC
CRD#: 325238 / SEC#: 801-127852
RIA
Registered Investment Advisory firm - (5/3/2023 Approved)Upgrade to AdvisorCheck Premium
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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
14
SEC notice filing (21 States and Territories)
Red Flags
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Company Information
CHOREO PARTNER ALLIANCE, LLC
CRD#: 325238Elgin, IL 60123TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
