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J•••••• R••• H•••
- Title
- Partnerreportedlegacysolutions.orgfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/jeff-hall-cfp%C2%AE-aif%C2%AE-b278936reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••••• S••••••••• L•• independent RIA currentsince Nov 22, 2022 · Kennett Square, Pa
- C•••••• A••••••• BD affiliated currentsince Nov 29, 2012 · Kennett Square, Pa
- L•••••• I••••••••• independent RIA currentsince Jun 1, 2012 · Kennett Square, Pa
- C••••••••• A•••••••• I•• formerMar 22, 2010 to Jun 1, 2012 · Kennett Square, Pa
- C••••••••• A•••••••• I•• to L•••••• I•••••••••left Jun 1, 2012, registered Jun 1, 2012 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address