Robin Leola Patin

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 04/2022
  Edward Jones
  St Louis, MO
• 04/2022 → 01/2023
  Enso Wealth Management
  Orinda, CA
• 01/2023 → Present
  Choreo, Llc
  Orinda, CA

Previous Registrations

• 2022-04-27 → 2023-01-05
  Enso Wealth Management, Llc
  Orinda, CA
• 2016-09-23 → 2022-04-19
  Edward Jones
  Oakland, CA
  San Francisco, CA
  St Louis, MO
  Oakland, CA
  Spring Hill, TN

Other Businesses

1) Wealth Reconstructed, LLC; not investment related; 385 14th Street, Apt. 2403, Oakland, CA 94612, public speaking and writing, proprietor, 8/2022. Duties are related to being invited to speak on women and people of color and finances/money; 11-20 hours/month; 0 hours during securities trading hours. 2) Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in April 2022, devote approximately 8 hours per month during securities trading hours. Duties are related to new insurance products for clients.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-26

Designations

• Certified Financial Planner

Other Names

• Robin L Patin