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
Suzan Michelle Hall
Feed of 09/14/2026
At current firm
1 y
since Feb 11, 2025
In the industry
14 y
since Jan 1, 2012 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Hall Financial Wellness state registered currentsince Feb 11, 2025 · Newport Beach, Ca
- Daybright Advisory Services, Inc. institutionalMay 30, 2024 to Nov 19, 2024 · Huntington Beach, Ca
- Daybright Advisory Services, Inc. institutionalMay 14, 2021 to Mar 22, 2024 · Huntington Beach, Ca
- Edward Jones national BDApr 17, 2020 to Apr 13, 2021 · Orange County, Ca
- Monarch Plan Advisors institutionalNov 7, 2017 to Jun 20, 2018 · Huntington Beach, Ca
- Empower Advisory Group, LLC BD affiliatedFeb 9, 2017 to Apr 25, 2017 · Huntington Beach, Ca
- Bridge Advisory LLC formerDec 3, 2015 to Feb 8, 2016 · Newport Beach, Ca
- Labrum Wealth Management, LLC formerJun 18, 2014 to Dec 17, 2014 · Carlsbad, Ca
Moves
a registration end followed by a registration begin elsewhere
- Daybright Advisory Services, Inc. to Hall Financial Wellnessleft Nov 19, 2024, registered Feb 11, 2025 (84 days) · Other
- Edward Jones to Daybright Advisory Services, Inc.left Apr 13, 2021, registered May 14, 2021 (31 days) · Other
- Monarch Plan Advisors to Edward Jonesleft Jun 20, 2018, registered Apr 17, 2020 (667 days) · Other
- Empower Advisory Group, LLC to Monarch Plan Advisorsleft Apr 25, 2017, registered Nov 7, 2017 (196 days) · Other
- Bridge Advisory LLC to Empower Advisory Group, LLCleft Feb 8, 2016, registered Feb 9, 2017 (367 days) · Other
- Labrum Wealth Management, LLC to Bridge Advisory LLCleft Dec 17, 2014, registered Dec 3, 2015 (351 days) · Other
Signals
- Suzan Michelle Hall left Daybright Advisory Services, Inc. for Hall Financial Wellness (registered 2025-02-11)Nov 19, 2024 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address