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.

Current firm

COLTON GROOME FINANCIAL ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Sep 23, 2017

First registration

Jul 6, 2022

Dual registered

no

Other names

KYLE GRANDSTAFF

IAPD individual key

6828864

• Occurred

  Aug 11, 2025
  Advisor changed firm

  Kyle Edgar Grandstaff left Ifg Advisory, Llc for Colton Groome Financial Advisors, Llc (registered 2025-09-23)

  Form ADVobserved 5 days ago
• Occurred

  Sep 25, 2023
  Advisor changed firm

  Kyle Edgar Grandstaff left Truist Advisory Services, Inc. for Ifg Advisory, Llc (registered 2023-12-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:71b4086d-80ff-a9aa-20c5-c5fd9570cca4

First observed

Jul 6, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.