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 D Dalton

Consolidated Portfolio Review Corpindependent RIAWoodbury, Ny dual registrantIAPD 3127243

Feed of 09/15/2026

Also filed as Donny Dalton

At current firm

1 y

since Sep 2, 2025

In the industry

26 y

since Sep 13, 2000 (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

Consolidated Portfolio Review Corp independent RIA current
since Sep 2, 2025 · Woodbury, Ny
Spc BD affiliated
Nov 19, 2024 to Aug 11, 2025 · Duxbury, Ma
Scf Investment Advisors, Inc. former
Jan 6, 2023 to Oct 2, 2024 · Duxbury, Ma
Keenan Financial independent RIA
Oct 13, 2021 to Oct 11, 2022 · Duxbury, Ma
Ameriprise Financial Services, LLC national BD
Mar 27, 2012 to Dec 31, 2012 · Middleton, Ma

Moves

a registration end followed by a registration begin elsewhere

Spc to Consolidated Portfolio Review Corp
left Aug 11, 2025, registered Sep 2, 2025 (22 days) · Affiliated broker-dealer or bank to independent RIA
Scf Investment Advisors, Inc. to Spc
left Oct 2, 2024, registered Nov 19, 2024 (48 days) · Affiliated broker-dealer or bank to another
Keenan Financial to Scf Investment Advisors, Inc.
left Oct 11, 2022, registered Jan 6, 2023 (87 days) · RIA to affiliated broker-dealer or bank
Ameriprise Financial Services, LLC to Keenan Financial
left Dec 31, 2012, registered Oct 13, 2021 (3208 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Donald D Dalton left Spc for Consolidated Portfolio Review Corp (registered 2025-09-02)
Aug 11, 2025 · Advisor changed firm · fact
Donald D Dalton left Scf Investment Advisors, Inc. for Spc (registered 2024-11-19)
Oct 2, 2024 · Advisor changed firm · fact
Donald D Dalton left Keenan Financial for Scf Investment Advisors, Inc. (registered 2023-01-06)
Oct 11, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address