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
Collin Wayne Reed
Feed of 09/15/2026
At current firm
2 y
since Apr 22, 2024
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Apr 22, 2024 · Morristown, Nj
- Rfg Advisory, LLC independent RIAMar 4, 2022 to Apr 23, 2024 · Woodbury, Tn
Moves
a registration end followed by a registration begin elsewhere
- Rfg Advisory, LLC to Private Advisor Group, LLCleft Apr 23, 2024, registered Apr 22, 2024 (-1 days) · RIA to affiliated broker-dealer or bank · moved with a team
Signals
- Collin Wayne Reed left Rfg Advisory, Llc for Private Advisor Group, Llc (registered 2024-04-22)Apr 23, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address