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

Donald Lawrence Reichert

Colton Groome Financial Advisors, LLCindependent RIAGreenville, Sc IA-onlyIAPD 2163596

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since Jan 6, 2026

In the industry

33 y

since Jun 1, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Colton Groome Financial Advisors, LLC independent RIA current
since Jan 6, 2026 · Greenville, Sc
Valmark Advisers, Inc. BD affiliated
Sep 19, 2018 to Dec 31, 2022 · Greenville, Sc
The Reichert Company, Inc. unclassified
Aug 1, 2018 to Dec 5, 2025 · Greenville, Sc
Cda Group former
Dec 15, 2009 to Jul 25, 2018 · Greenville, Sc
Park Avenue Securities LLC BD affiliated
Oct 20, 2005 to Dec 15, 2009 · Greenville, Sc
Capital Design Advisory Services LLC unclassified
May 22, 2000 to Oct 20, 2005 · Greenville, Sc

Moves

a registration end followed by a registration begin elsewhere

The Reichert Company, Inc. to Valmark Advisers, Inc.
left Dec 5, 2025, registered Sep 19, 2018 (-2634 days) · Other
Valmark Advisers, Inc. to Colton Groome Financial Advisors, LLC
left Dec 31, 2022, registered Jan 6, 2026 (1102 days) · Affiliated broker-dealer or bank to independent RIA
Cda Group to The Reichert Company, Inc.
left Jul 25, 2018, registered Aug 1, 2018 (7 days) · Other
Park Avenue Securities LLC to Cda Group
left Dec 15, 2009, registered Dec 15, 2009 (0 days) · Other
Capital Design Advisory Services LLC to Park Avenue Securities LLC
left Oct 20, 2005, registered Oct 20, 2005 (0 days) · Other

Signals

Donald Lawrence Reichert left The Reichert Company, Inc. for Valmark Advisers, Inc. (registered 2018-09-19)
Dec 5, 2025 · Advisor changed firm · fact
Donald Lawrence Reichert left Valmark Advisers, Inc. for Colton Groome Financial Advisors, Llc (registered 2026-01-06)
Dec 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: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address