DFX Intelligence

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.

Registered advisor

Michael Leland Barratt

Choreo, LLCindependent RIADes Moines, Ia IA-onlyIAPD 4220817

Feed of 09/15/2026

Also filed as Mike Barratt Leland

At current firm

1 y

since Aug 5, 2025

In the industry

26 y

since Jul 27, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: MANAGING DIRECTOR, WEALTH MANAGEMENTreportedchoreoadvisors.comfirm site, Sep 15, 2026
Years, as the firm states: 25reportedchoreoadvisors.com“Mike has 25+ years of experience in the financial services industry.”
Business email: mike.barratt@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
Direct business phone: 925-332-0414reportedchoreoadvisors.comfirm site, Sep 15, 2026
Professional profile: choreoadvisors.com/advisor-teams/mike-barrattreportedchoreoadvisors.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.

Registration history

IAPD current and previous registrations

Choreo, LLC independent RIA current
since Aug 5, 2025 · Des Moines, Ia
Avantax Planning Partners, Inc. BD affiliated
Mar 10, 2021 to Aug 18, 2025 · Urbandale, Ia
Charles Schwab & Co., Inc. national BD
Apr 4, 2008 to Mar 16, 2021 · West Des Moines, Ia
Cetera Advisor Networks LLC former
Aug 17, 2005 to Apr 3, 2008 · West Des Moines, Ia
Ameriprise Advisor Services, Inc. unclassified
Jun 25, 2003 to Jul 25, 2005 · Des Moines, Ia

Moves

a registration end followed by a registration begin elsewhere

Avantax Planning Partners, Inc. to Choreo, LLC
left Aug 18, 2025, registered Aug 5, 2025 (-13 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Avantax Planning Partners, Inc.
left Mar 16, 2021, registered Mar 10, 2021 (-6 days) · Affiliated broker-dealer or bank to independent RIA
Cetera Advisor Networks LLC to Charles Schwab & Co., Inc.
left Apr 3, 2008, registered Apr 4, 2008 (1 days) · Other
Ameriprise Advisor Services, Inc. to Cetera Advisor Networks LLC
left Jul 25, 2005, registered Aug 17, 2005 (23 days) · Other

Signals

Michael Leland Barratt left Avantax Planning Partners, Inc. for Choreo, Llc (registered 2025-08-05)
Aug 18, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address