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

Simone Oscoff Devenny

Allworth Financial, L.P.BD affiliatedSan Juan Capistrano, Ca dual registrantIAPD 6283155

Feed of 09/14/2026

Also filed as Simone Devenny

At current firm

0 y

since Jan 8, 2026

In the industry

12 y

since May 3, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Allworth Financial, L.P. BD affiliated current
since Jan 8, 2026 · Folsom, Ca
Pasadena Private Wealth, LLC independent RIA
Oct 7, 2024 to Feb 10, 2025 · Irvine, Ca
Gratus Capital, LLC former
Aug 10, 2023 to May 14, 2024 · San Juan Capistrano, Ca
Wealth Enhancement Advisory Services, LLC BD affiliated
Feb 18, 2022 to Aug 11, 2023 · San Juan Capistrano, Ca
Eaton Vance Management asset manager
Jun 2, 2020 to Jan 31, 2022 · Boston, Ma
Morgan Stanley wirehouse
Apr 26, 2017 to Apr 17, 2020 · Los Angeles, Ca
Strategic Advisers LLC national BD
Nov 11, 2014 to May 16, 2016 · Mission Viejo, Ca

Moves

a registration end followed by a registration begin elsewhere

Pasadena Private Wealth, LLC to Allworth Financial, L.P.
left Feb 10, 2025, registered Jan 8, 2026 (332 days) · RIA to affiliated broker-dealer or bank
Gratus Capital, LLC to Pasadena Private Wealth, LLC
left May 14, 2024, registered Oct 7, 2024 (146 days) · RIA to RIA
Wealth Enhancement Advisory Services, LLC to Gratus Capital, LLC
left Aug 11, 2023, registered Aug 10, 2023 (-1 days) · RIA to RIA
Eaton Vance Management to Wealth Enhancement Advisory Services, LLC
left Jan 31, 2022, registered Feb 18, 2022 (18 days) · Other
Morgan Stanley to Eaton Vance Management
left Apr 17, 2020, registered Jun 2, 2020 (46 days) · Wirehouse to independent RIA
Strategic Advisers LLC to Morgan Stanley
left May 16, 2016, registered Apr 26, 2017 (345 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Simone Oscoff Devenny left Pasadena Private Wealth, Llc for Allworth Financial, L.P. (registered 2026-01-08)
Feb 10, 2025 · Advisor changed firm · fact
Simone Oscoff Devenny left Gratus Capital, Llc for Pasadena Private Wealth, Llc (registered 2024-10-07)
May 14, 2024 · Advisor changed firm · fact
Simone Oscoff Devenny left Wealth Enhancement Advisory Services, Llc for Gratus Capital, Llc (registered 2023-08-10)
Aug 11, 2023 · Advisor changed firm · fact
Simone Oscoff Devenny left Eaton Vance Management for Wealth Enhancement Advisory Services, Llc (registered 2022-02-18)
Jan 31, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address