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RIA / WealthAdvisor16 years in industry

ERIC A HALLIN

Advisor at ADVISORY SOLUTIONS GROUP

PLYMOUTH, MN | PASO ROBLES, CA

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Search this name across graphsid dfx:ria:aca3581a-71ea-fd65-9f79-29ce0bfd985a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 22, 2012 to Sep 15, 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: ADVISORY SOLUTIONS GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Sep 9, 2010
First registration: Mar 22, 2012
Dual registered: no
Other names: Eric Anthony Hallin
IAPD individual key: 5830621

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
ADVISORY SOLUTIONS GROUP	Independent wealth	May 4, 2026	n/a	yes	PASO ROBLES, CA\|PLYMOUTH, MN	Current employment
CS PLANNING CORP	Independent wealth	Feb 21, 2023	Jun 2, 2026	no	Paso Robles, CA\|PORTLAND, OR\|Paso Robles, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 1, 2018	Feb 22, 2023	no	SAN LUIS OBISPO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Oct 12, 2018	no	SANTA MARIA, CA\|SANTA MARIA, CA\|ORCUTT, CA\|LOMPOC, CA\|SANTA MARIA, CA\|PASO ROBLES, CA\|SAN LUIS OBISPO, CA\|MEDFORD, OR\|ATASCADERO, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 22, 2012	Oct 1, 2012	no	LOMPOC, CA\|ARROYO GRANDE, CA\|ORCUTT, CA\|SANTA MARIA, CA\|SANTA MARIA, 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
CS PLANNING CORP	ADVISORY SOLUTIONS GROUP	Jun 2, 2026	May 4, 2026	-29	Firm change	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CS PLANNING CORP	Feb 22, 2023	Feb 21, 2023	-1	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 12, 2018	Oct 1, 2018	-11	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149937:339919:OR:2026-06-02	Jun 2, 2026	May 4, 2026	PORTLAND, OR	Firm change

Relationships

Registered with (5)

→ ADVISORY SOLUTIONS GROUPRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Feb 21, 2023 to Jun 2, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 1, 2018 to Feb 22, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Oct 12, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 22, 2012 to Oct 1, 2012factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Eric A Hallin left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-04)
Form ADVobserved 5 days ago
Occurred
Feb 22, 2023
Advisor changed firm
Eric A Hallin left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cs Planning Corp (registered 2023-02-21)
Form ADVobserved 5 days ago