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RIA / WealthAdvisorCertified Financial Planner26 years in industry

COLIN SVEND LARSEN

Advisor at MARINER

Birmingham, AL

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Search this name across graphsid dfx:ria:08d75120-8f6e-206d-7b03-d686911ff8d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 31, 2000
First registration: Sep 12, 2000
Dual registered: no
Other names: Colin Svend Klarskov Larsen
IAPD individual key: 4212324

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Mariner	Bd affiliated wealth	Aug 22, 2023	n/a	yes	Birmingham, AL	Current employment
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Jun 14, 2007	Mar 22, 2023	no	RENO, NV\|ASHEVILLE, NC\|ASHEVILLE, NC\|ASHEVILLE, NC	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Jan 16, 2007	Dec 31, 2017	no	HENDERSONVILLE, NC\|ASHEVILLE, NC	Previous registration
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Jul 2, 2004	Dec 31, 2006	no	ASHEVILLE, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 12, 2000	Dec 4, 2003	no	ASHEVILLE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLTON GROOME FINANCIAL ADVISORS, LLC	Mariner	Mar 22, 2023	Aug 22, 2023	153	Firm change	RIA to ibd
VALMARK ADVISERS, INC.	COLTON GROOME FINANCIAL ADVISORS, LLC	Dec 31, 2017	Jun 14, 2007	-3,853	Firm change after gap	Other
COLTON GROOME FINANCIAL ADVISORS, LLC	VALMARK ADVISERS, INC.	Dec 31, 2006	Jan 16, 2007	16	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	COLTON GROOME FINANCIAL ADVISORS, LLC	Dec 4, 2003	Jul 2, 2004	211	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108050:128365:NC:2017-12-31	Dec 31, 2017	Jun 14, 2007	ASHEVILLE, NC	Firm change after gap

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Aug 22, 2023 to presentfactForm ADV
→ COLTON GROOME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 14, 2007 to Mar 22, 2023factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Jan 16, 2007 to Dec 31, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 12, 2000 to Dec 4, 2003factForm ADV

Dated events

Occurred
Mar 22, 2023
Advisor changed firm
Colin Svend Larsen left Colton Groome Financial Advisors, Llc for Mariner (registered 2023-08-22)
Form ADVobserved 5 days ago