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
Robert Lauren Devinney
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Jan 17, 2025
In the industry
13 y
since Sep 7, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Jan 17, 2025 · Boston, Ma
- Prio Wealth LP formerAug 21, 2019 to Feb 3, 2025 · Boston, Ma
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jul 10, 2019 · Boston, Ma
- Strategic Advisers LLC national BDMar 5, 2014 to Jul 13, 2018 · Merrimack, Nh
Moves
a registration end followed by a registration begin elsewhere
- Prio Wealth LP to Cerity Partners LLCleft Feb 3, 2025, registered Jan 17, 2025 (-17 days) · RIA to RIA · moved with a team
- Fidelity Personal And Workplace Advisors to Prio Wealth LPleft Jul 10, 2019, registered Aug 21, 2019 (42 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- Robert Lauren Devinney left Prio Wealth Lp for Cerity Partners Llc (registered 2025-01-17)Feb 3, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address