DFX Intelligence
Advisor moves
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Keith Edward Heil | Arise Wealth Management, LLC unclassified | Dale K. Ehrhart, Inc. independent RIA | Other | Dec 31, 2023 | Dec 15, 2023 |
| Michael Warren Hartley | Emergent Investor Services, LLC unclassified | Dale K. Ehrhart, Inc. independent RIA | Other | Jun 29, 2017 | Jan 1, 2026 (3108 d) |
| Brian Richard Pope | Emergent Investor Services, LLC unclassified | Dale K. Ehrhart, Inc. other | Other | Jun 29, 2017 | Jun 22, 2017 |
| Michael Thomas Hartley | Allied Advisors LLC unclassified | Dale K. Ehrhart, Inc. independent RIA | Other | Dec 31, 2005 | Mar 16, 2026 (7380 d) |
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4 moves match.