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
Hunter Paul Haley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Hunter Paul Haley
At current firm
0 y
since May 15, 2026
In the industry
11 y
since Sep 1, 2015 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince May 15, 2026 · Lubbock, Tx
- Cerity Partners Retirement Plan Consultants institutionalSep 21, 2022 to May 15, 2026 · Fort Worth, Tx
- Cerity Partners LLC independent RIAApr 2, 2019 to May 15, 2026 · Fort Worth, Tx
- Karsten Advisors formerFeb 8, 2018 to Apr 1, 2019 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Cerity Partners LLC to Cerity Partners Retirement Plan Consultantsleft May 15, 2026, registered Sep 21, 2022 (-1332 days) · channel change inside one enterprise, not a move
- Cerity Partners Retirement Plan Consultants to Ameriprise Financial Services, LLCleft May 15, 2026, registered May 15, 2026 (0 days) · Other
- Karsten Advisors to Cerity Partners LLCleft Apr 1, 2019, registered Apr 2, 2019 (1 days) · RIA to RIA · moved with a team
Signals
- Hunter Paul Haley left Cerity Partners Retirement Plan Consultants for Ameriprise Financial Services, Llc (registered 2026-05-15)May 15, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address