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RC

Robert J. Coursey

Some features on this profile are disabled
CRD#: 6437746
RC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert J Coursey, who also goes by Rob Coursey, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2017. Robert had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 7, 2025 - January 9, 2026

CHOREO PARTNER ALLIANCE, LLC

RIA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2017
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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.

Company Information

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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