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913 Gulf Breeze Pkwy Suite 13, Gulf Breeze, FL 32561 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-03 |
| FL | RA | APP_PEND_IARCE | 2026-03-02 |
| AL | RA | APPROVED | 2019-10-24 |
Branch Locations
913 Gulf Breeze Pkwy Suite 13, Gulf Breeze, FL 32561 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Advisory Services | Pensacola | FL | 09/2015 | 10/2019 |
| Hd Vest Investment Services | Pensacola | FL | 10/2015 | 10/2019 |
| Hd Vest Insurance Agency Inc | Irving | TX | 06/2016 | 10/2019 |
| Hale & Doerr Wealth Management Llc | Gulf Breeze | FL | 10/2019 | Present |
| Hale And Doerr, Llc | Gulf Breeze | FL | 01/2015 | Present |
| Hale Wealth Management, Llc | Pensacola | FL | 07/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED, PENSACOLA FLORIDA, INSURANCE SALES, AGENT, 2003, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS PENSACOLA TRADING POST LLC; INVESTMENT RELATED; PENSACOLA, FLORIDA; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER; STARTED 9/2022; LESS THAN 20% OF TIME DEVOTED TO ACTIVITY; MINIMAL PASSIVE REAL ESTATE OVERSIGHT/ADMINISTRATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
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