Advisor moves

Departures from Dale K. Ehrhart, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael Thomas HartleyDale K. Ehrhart, Inc. independent RIAAllied Advisors LLC unclassifiedOtherDec 31, 2025Nov 18, 2003
Brian Richard PopeDale K. Ehrhart, Inc. independent RIAPope Wealth Management state registeredRIA to a state-registered adviserApr 1, 2021Oct 1, 2020
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2 moves match.