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.
Registered advisor
Jeffrey Bryan Hale
Feed of 09/14/2026
Also filed as Jeffrey B Hale
At current firm
6 y
since Jun 18, 2020
In the industry
32 y
since Nov 5, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Odingard Capital Management state registered currentsince Jun 18, 2020 · Tulsa, Ok
- Nrp Advisors, Inc. unclassifiedSep 22, 2009 to Oct 27, 2009 · Alpharetta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 11, 2006 to Nov 28, 2008 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Nrp Advisors, Inc. to Odingard Capital Managementleft Oct 27, 2009, registered Jun 18, 2020 (3887 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Nrp Advisors, Inc.left Nov 28, 2008, registered Sep 22, 2009 (298 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address