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
Tate Haire
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tate Smathers Haire
At current firm
7 y
since Jan 29, 2019
In the industry
21 y
since Jan 18, 2005 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Morgan Stanley wirehouse currentsince Jan 29, 2019 · Naples, Fl
- Svb Wealth independent RIAJun 20, 2018 to Jan 22, 2019 · Naples, Fl
- Steelbridge Private Wealth Advisors LLC formerJul 9, 2016 to Sep 10, 2018 · Naples, Fl
- Bakeravenue independent RIANov 13, 2015 to May 4, 2016 · Naples, Fl
- Wells Fargo Advisors wirehouseApr 27, 2009 to Nov 10, 2015 · Naples, Fl
- Suntrust Investment Services, Inc. formerAug 15, 2007 to Jan 9, 2009 · Naples, Fl
- Bb&T Investment Services, Inc. formerDec 7, 2005 to Oct 18, 2006 · Raleigh, Nc
- Bb&T Asset Management, Inc. unclassifiedJan 19, 2005 to Dec 9, 2005 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Svb Wealth to Morgan Stanleyleft Jan 22, 2019, registered Jan 29, 2019 (7 days) · RIA to wirehouse
- Steelbridge Private Wealth Advisors LLC to Svb Wealthleft Sep 10, 2018, registered Jun 20, 2018 (-82 days) · RIA to RIA · moved with a team
- Bakeravenue to Steelbridge Private Wealth Advisors LLCleft May 4, 2016, registered Jul 9, 2016 (66 days) · Other
- Wells Fargo Advisors to Bakeravenueleft Nov 10, 2015, registered Nov 13, 2015 (3 days) · Other
- Suntrust Investment Services, Inc. to Wells Fargo Advisorsleft Jan 9, 2009, registered Apr 27, 2009 (108 days) · Other
- Bb&T Investment Services, Inc. to Suntrust Investment Services, Inc.left Oct 18, 2006, registered Aug 15, 2007 (301 days) · Other
- Bb&T Asset Management, Inc. to Bb&T Investment Services, Inc.left Dec 9, 2005, registered Dec 7, 2005 (-2 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
- Wirehousederived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address