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Inactive

Michael Warren Hartley

Dale K. Ehrhart, Inc.

Venice, FL

CRD 4828732

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Employer firm

Dale K. Ehrhart, Inc. CRD 35971

$649M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Dale K. Ehrhart, Inc.

100 W Venice Ave Suite G, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

101 W. Venice Ave., #22, Venice, FL 34275 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dale K. Ehrhart, Inc. Venice FL 05/2003 09/2017
Dale K. Ehrhart, Inc. Venice FL 09/2017 Present
Previous Registrations
  • 2011-05-06 → 2017-06-29
    Emergent Investor Services, Llc
    Lakewood Ranch, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-03
  • S65 Uniform Investment Adviser Law Examination
    2004-08-03

View on SEC IAPD

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Nearby Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT

Nearby Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL

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