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Lawrence Miles

Executive Vice President, Corporate Development at Choreo

Investment adviser registrationPark City, UTSEC record checked 17 October 2026

19
Years in the industry
4
Years at the firm
5
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Lawrence Miles is Executive Vice President, Corporate Development of Choreo, LLC, a Rockford investment adviser managing $19.1B. Lawrence Miles has been registered through Choreo since 24 February 2022, has 19 years in the industry across 5 firms and has passed the Series 65.

Role at Choreo

Title on Schedule A
Executive Vice President, Corporate Development
Control
Lawrence Miles is a control person of Choreo.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Lawrence Miles has held the filed role since July 2025.

The firm

Choreo, LLC
Rockford, IL

Form ADV filed 30 September 2026

$19.1B AUM6,891 clients97 advisers26 offices

Career on record

Lawrence Miles has been registered through Choreo since February 2022, and before that through Freestone Capital Management, LLC, Adviceperiod, LLC, Convergent Wealth Advisors, LLC and Lydian Wealth Management Company, LLC.

Firms and exams, newest first
  1. Choreo, LLCCurrent
    – present · 5 years
    Park City, UT · Adviser representative · Firm CRD 111221
  2. Freestone Capital Management, LLC
    – · under a year
    Seattle, WA · Adviser representative · Firm CRD 145711
  3. Adviceperiod, LLC
    – · 5 years
    Park City, UT · Adviser representative · Firm CRD 169828
  4. Passed Series 65 · 2015
  5. Convergent Wealth Advisors, LLC
    – · 4 years
    Potomac, MD · Adviser representative · Firm CRD 143719
  6. Lydian Wealth Management Company, LLC
    – · 5 years
    Rockville, MD · Adviser representative · Firm CRD 107659

Registrations and exams

Lawrence Miles has a current investment-adviser registration in Utah and has passed 1 qualifying exam.

Utah24 February 2022
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6525 August 2015
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Lawrence Kenneth Miles
CRD
4549340
Firm
Choreo, LLC
Registration status
Investment adviser registration
Office
Park City, UT
Firm bio
choreoadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Larry Miles as Executive Vice President of Strategic Partnerships. Official firm biography/team page

Common questions

Where does Lawrence Miles work?

Lawrence Miles has been Executive Vice President, Corporate Development of Choreo, LLC since July 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Is Lawrence Miles a financial advisor?

Yes. Lawrence Miles has a current investment-adviser registration in Utah, through Choreo since February 2022, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Lawrence Miles have?

Lawrence Miles has worked in the financial industry for 19 years as of 17 October 2026, counted from 19 July 2007, across 5 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Lawrence Miles passed?

Lawrence Miles passed the Series 65 in August 2015.

Source: IAPD individual record, checked 17 October 2026

Where did Lawrence Miles work before Choreo?

Before Choreo, Lawrence Miles was registered through Freestone Capital Management, LLC, May 2021 to August 2021; Adviceperiod, LLC, August 2015 to September 2020; Convergent Wealth Advisors, LLC, May 2007 to October 2011; Lydian Wealth Management Company, LLC, June 2002 to May 2007.

Source: IAPD individual record, checked 17 October 2026

Where is Lawrence Miles based?

Lawrence Miles’ registered office is in Park City, UT.

Source: IAPD individual record, checked 17 October 2026

Leadership at Choreo

Sources

  1. IAPD individual record, CRD 4549340. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Choreo, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Choreo team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Lawrence Miles or Choreo, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.