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
Navarrus Hale
Feed of 09/15/2026
At current firm
0 y
since Oct 15, 2025
In the industry
11 y
since Nov 1, 2014 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Oct 15, 2025 · Brownsburg, In
- Total Wealth Planning, LLC formerJul 11, 2025 to Oct 9, 2025 · Cincinnati, Oh
- Sensible Money, LLC independent RIAJun 10, 2022 to Jul 9, 2025 · Scottsdale, Az
- Thrivent Investment Management Inc. BD affiliatedOct 19, 2020 to Jun 2, 2022 · Carmel, In
Moves
a registration end followed by a registration begin elsewhere
- Total Wealth Planning, LLC to Empower Advisory Group, LLCleft Oct 9, 2025, registered Oct 15, 2025 (6 days) · RIA to affiliated broker-dealer or bank
- Sensible Money, LLC to Total Wealth Planning, LLCleft Jul 9, 2025, registered Jul 11, 2025 (2 days) · RIA to RIA
- Thrivent Investment Management Inc. to Sensible Money, LLCleft Jun 2, 2022, registered Jun 10, 2022 (8 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Navarrus Hale left Total Wealth Planning, Llc for Empower Advisory Group, Llc (registered 2025-10-15)Oct 9, 2025 · Advisor changed firm · fact
- Navarrus Hale left Sensible Money, Llc for Total Wealth Planning, Llc (registered 2025-07-11)Jul 9, 2025 · Advisor changed firm · fact
- Navarrus Hale left Thrivent Investment Management Inc. for Sensible Money, Llc (registered 2022-06-10)Jun 2, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address