RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- ASSOCIATE DIRECTOR, WEALTH MANAGEMENTreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Business email
- barbara.devine@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 213-669-6879reportedchoreoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- choreoadvisors.com/advisor-teams/barbara-devinereportedchoreoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Choreo, LLC independent RIA currentsince Nov 2, 2023 · Denver, Co
- Bdo Wealth Advisors, LLC formerMar 19, 2021 to Nov 2, 2023 · Denver, Co
- Cosyntris Advisory Network, LLC formerJan 17, 2013 to Feb 5, 2021 · Denver, Co
- Wells Fargo Advisors wirehouseNov 30, 2007 to Sep 25, 2012 · Denver, Co
- Citigroup Global Markets Inc. BD affiliatedFeb 3, 2007 to Dec 12, 2007 · Denver, Co
- Bdo Wealth Advisors, LLC to Choreo, LLCleft Nov 2, 2023, registered Nov 2, 2023 (0 days) · RIA to RIA · moved with a team
- Cosyntris Advisory Network, LLC to Bdo Wealth Advisors, LLCleft Feb 5, 2021, registered Mar 19, 2021 (42 days) · RIA to RIA · moved with a team
- Wells Fargo Advisors to Cosyntris Advisory Network, LLCleft Sep 25, 2012, registered Jan 17, 2013 (114 days) · Other
- Citigroup Global Markets Inc. to Wells Fargo Advisorsleft Dec 12, 2007, registered Nov 30, 2007 (-12 days) · Other
- Barbara Jean Devine left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)Nov 2, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address