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
H Dale Goembel
Feed of 09/15/2026
Also filed as Harrison Dale Goembel
At current firm
0 y
since Oct 16, 2025
In the industry
24 y
since Feb 4, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Archer Investment Corporation independent RIA currentsince Oct 16, 2025 · Longwood, Fl
- Avantax Advisory Services formerJun 3, 2016 to Dec 1, 2020 · Longwood, Fl
- LPL Financial LLC BD affiliatedAug 26, 2009 to Jun 26, 2014 · Lakemary, Fl
- Concourse Financial Group Advisors formerSep 10, 2007 to Sep 3, 2009 · Altamonte Springs, Fl
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Archer Investment Corporationleft Dec 1, 2020, registered Oct 16, 2025 (1780 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Avantax Advisory Servicesleft Jun 26, 2014, registered Jun 3, 2016 (708 days) · Other
- Concourse Financial Group Advisors to LPL Financial LLCleft Sep 3, 2009, registered Aug 26, 2009 (-8 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address