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.

Advisor moves

Arrivals at Colton Groome Financial Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kyle Edgar GrandstaffIfg Advisory, LLC independent RIAColton Groome Financial Advisors, LLC independent RIARIA to RIAAug 11, 2025Sep 23, 2025 (43 d)
Todd BurkhalterEdward Jones national BDColton Groome Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2024Feb 13, 2024
Donald Lawrence ReichertValmark Advisers, Inc. BD affiliatedColton Groome Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2022Jan 6, 2026 (1102 d)
Julia Nicole RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseColton Groome Financial Advisors, LLC independent RIAWirehouse to independent RIAJul 2, 2022Jul 6, 2022
Jay Garst ReeseBoys Arnold & Co. Inc. independent RIAColton Groome Financial Advisors, LLC independent RIARIA to RIAJan 21, 2020Aug 20, 2020 (212 d)
Stacey Mcintosh AndersonWells Fargo Advisors wirehouseColton Groome Financial Advisors, LLC independent RIAWirehouse to independent RIAAug 13, 2019Aug 23, 2019
Matthew William DonohueRaymond James Financial Services Advisors, Inc BD affiliatedColton Groome Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 26, 2018Nov 26, 2018 (31 d)
Matthew Lindsay GroomeValmark Advisers, Inc. mixed wealthColton Groome Financial Advisors, LLC independent RIARIA to RIAAug 31, 2018Jan 21, 2010
David Michael NelsonValmark Advisers, Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherDec 31, 2017Jan 3, 2018
Colin Svend LarsenValmark Advisers, Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherDec 31, 2017Jun 14, 2007
Orville John IgharasValmark Advisers, Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherDec 31, 2017Jan 1, 2018
Chad RoopeValmark Advisers, Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherFeb 29, 2012Mar 22, 2010
John David RoegnerValmark Advisers, Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherJun 2, 2011Apr 15, 2009
Colin Svend LarsenCitigroup Global Markets Inc. otherColton Groome Financial Advisors, LLC independent RIAOtherDec 4, 2003Jul 2, 2004 (211 d)
Donna Sawyer MurrayNew England Securities Corporation otherColton Groome Financial Advisors, LLC independent RIAOtherSep 17, 2003Oct 15, 2003
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15 moves match.