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Advisor at HALE FINANCIAL SOLUTIONS, LLC
AFTON, WY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HALE FINANCIAL SOLUTIONS, LLC | State registered | Oct 12, 2017 | n/a | yes | AFTON, WY | Current employment |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Dec 9, 2010 | Oct 14, 2014 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ZIONS CAPITAL ADVISORS, INC. | HALE FINANCIAL SOLUTIONS, LLC | Oct 14, 2014 | Oct 12, 2017 | 1,094 | Firm change after gap | Other |