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RIA / WealthAdvisor14 years in industry

Suzan Michelle Hall

Advisor at HALL FINANCIAL WELLNESS

Newport Beach, CA

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Search this name across graphsid dfx:ria:69be549f-1be4-f43c-b9dc-0750daf4154d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HALL FINANCIAL WELLNESS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: May 19, 2014
First registration: Jun 18, 2014
Dual registered: no
IAPD individual key: 4335113

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HALL FINANCIAL WELLNESS	State registered	Feb 11, 2025	n/a	yes	Newport Beach, CA	Current employment
DAYBRIGHT ADVISORY SERVICES, INC.	Institutional manager	May 30, 2024	Nov 19, 2024	no	Huntington Beach, CA	Previous registration
DAYBRIGHT ADVISORY SERVICES, INC.	Institutional manager	May 14, 2021	Mar 22, 2024	no	HUNTINGTON BEACH, CA\|MIAMI, FL	Previous registration
EDWARD JONES	National bd RIA	Apr 17, 2020	Apr 13, 2021	no	Orange County, CA\|ST LOUIS, MO	Previous registration
MONARCH PLAN ADVISORS	Institutional manager	Nov 7, 2017	Jun 20, 2018	no	Huntington Beach, CA\|SIMI VALLEY, CA	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Feb 9, 2017	Apr 25, 2017	no	Huntington Beach, CA\|GREENWOOD VILLAGE, CO	Previous registration
BRIDGE ADVISORY LLC	Former SEC adviser	Dec 3, 2015	Feb 8, 2016	no	NEWPORT BEACH, CA\|PASADENA, CA	Previous registration
LABRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 18, 2014	Dec 17, 2014	no	CARLSBAD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DAYBRIGHT ADVISORY SERVICES, INC.	HALL FINANCIAL WELLNESS	Nov 19, 2024	Feb 11, 2025	84	Firm change	Other
EDWARD JONES	DAYBRIGHT ADVISORY SERVICES, INC.	Apr 13, 2021	May 14, 2021	31	Firm change	Other
MONARCH PLAN ADVISORS	EDWARD JONES	Jun 20, 2018	Apr 17, 2020	667	Firm change after gap	Other
EMPOWER ADVISORY GROUP, LLC	MONARCH PLAN ADVISORS	Apr 25, 2017	Nov 7, 2017	196	Firm change	Other
BRIDGE ADVISORY LLC	EMPOWER ADVISORY GROUP, LLC	Feb 8, 2016	Feb 9, 2017	367	Firm change	Other
LABRUM WEALTH MANAGEMENT, LLC	BRIDGE ADVISORY LLC	Dec 17, 2014	Dec 3, 2015	351	Firm change	Other

Relationships

Registered with (7)

→ HALL FINANCIAL WELLNESSRegistered adviserregistration: current employment
Feb 11, 2025 to presentfactForm ADV
→ DAYBRIGHT ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 30, 2024 to Nov 19, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 17, 2020 to Apr 13, 2021factForm ADV
→ MONARCH PLAN ADVISORSRegistered adviserregistration: previous registration
Nov 7, 2017 to Jun 20, 2018factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Feb 9, 2017 to Apr 25, 2017factForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Dec 3, 2015 to Feb 8, 2016factForm ADV
→ LABRUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 18, 2014 to Dec 17, 2014factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
Suzan Michelle Hall left Daybright Advisory Services, Inc. for Hall Financial Wellness (registered 2025-02-11)
Form ADVobserved 6 days ago