DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

TRIPP CRAWFORD HALE

Advisor at HALE & DOERR WEALTH MANAGEMENT LLC

GULF BREEZE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da1428d2-6d98-afb6-12ea-4f2c03bd7bfc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2002 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: HALE & DOERR WEALTH MANAGEMENT LLC
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 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 28, 2008
First registration: Jan 18, 2002
Dual registered: no
Other names: TRIPP HALE
IAPD individual key: 4478068

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
HALE & DOERR WEALTH MANAGEMENT LLC	State registered	Oct 24, 2019	n/a	yes	GULF BREEZE, FL	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Sep 22, 2015	Oct 22, 2019	no	Pensacola, FL\|DALLAS, TX	Previous registration
MONEY PROFESSIONALS, LLC	Former SEC adviser	Apr 7, 2014	Apr 22, 2015	no	PENSACOLA, FL	Previous registration
MONEY PROFESSIONALS, LLC	Former SEC adviser	Sep 23, 2011	Mar 12, 2012	no	PENSACOLA, FL	Previous registration
ACTIVE INVESTMENT MANAGEMENT, LLC	n/a	Jul 1, 2009	Sep 24, 2015	no	PENSACOLA, FL	Previous registration
EDWARD JONES	National bd RIA	Mar 31, 2008	Jul 1, 2009	no	SPANISH FORT, AL\|Spanish Fort, AL\|PENSACOLA, FL\|ST LOUIS, MO	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 18, 2002	Aug 15, 2002	no	PENSACOLA, FL	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
AVANTAX ADVISORY SERVICES	HALE & DOERR WEALTH MANAGEMENT LLC	Oct 22, 2019	Oct 24, 2019	2	Firm change	Ibd to state RIA
ACTIVE INVESTMENT MANAGEMENT, LLC	MONEY PROFESSIONALS, LLC	Sep 24, 2015	Sep 23, 2011	-1,462	Firm change after gap	Other
MONEY PROFESSIONALS, LLC	AVANTAX ADVISORY SERVICES	Apr 22, 2015	Sep 22, 2015	153	Firm change	Other
EDWARD JONES	ACTIVE INVESTMENT MANAGEMENT, LLC	Jul 1, 2009	Jul 1, 2009	0	Firm change	Other
MORGAN STANLEY DW INC.	EDWARD JONES	Aug 15, 2002	Mar 31, 2008	2,055	Firm change after gap	Other

Relationships

Registered with (6)

→ HALE & DOERR WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Oct 24, 2019 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 22, 2015 to Oct 22, 2019factForm ADV
→ ACTIVE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 1, 2009 to Sep 24, 2015factForm ADV
→ MONEY PROFESSIONALS, LLCRegistered adviserregistration: previous registration
Apr 7, 2014 to Apr 22, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 31, 2008 to Jul 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 18, 2002 to Aug 15, 2002factForm ADV

Dated events

No dated event names this entity yet.