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 Aaron Reed

J. W. Cole Advisors, Inc.BD affiliatedTampa, Fl IA-onlyIAPD 6280114

Feed of 09/15/2026

Also filed as Aaron Reed

At current firm

7 y

since Apr 24, 2019

In the industry

12 y

since Dec 1, 2013 (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

J. W. Cole Advisors, Inc. BD affiliated current
since Apr 24, 2019 · Midlothian, Va
Global Financial Private Capital, Inc. former
Jan 29, 2019 to Apr 23, 2019 · Midlothian, Va
Osaic Wealth, Inc. BD affiliated
Nov 2, 2018 to Jan 6, 2019 · Midlothian, Va
Signator Investors, Inc. former
Oct 14, 2014 to Nov 2, 2018 · Henrico, Va

Moves

a registration end followed by a registration begin elsewhere

Global Financial Private Capital, Inc. to J. W. Cole Advisors, Inc.
left Apr 23, 2019, registered Apr 24, 2019 (1 days) · corporate re-registration, not a move
Osaic Wealth, Inc. to Global Financial Private Capital, Inc.
left Jan 6, 2019, registered Jan 29, 2019 (23 days) · Affiliated broker-dealer or bank to another
Signator Investors, Inc. to Osaic Wealth, Inc.
left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address