Hunter Paul Haley

Current Employers

Employment History

• 01/2017 → 04/2018
  Triad Advisors, Inc.
  Norcross, GA
• 01/2017 → 03/2019
  Karsten Advisors
  Fort Worth, TX
• 09/2015 → 01/2017
  Ernst And Young (Ey)
  Fort Worth, TX
• 01/2018 → 03/2019
  Karsten Financial Services, Lp
  Fort Worth, TX
• 02/2018 → 03/2019
  Martin Haley, Llc
  Fort Worth, TX
• 04/2018 → 12/2022
  Bd4Ria, Inc.
  Fort Worth, TX
• 04/2019 → 05/2026
  Cerity Partners Llc
  Fort Worth, TX
• 12/2022 → 12/2023
  Arkadios Capital
  Atlanta, GA
• 09/2022 → 05/2026
  Cerity Partners Retirement Plan Consultants
  Fort Worth, TX
• 05/2026 → Present
  Ameriprise Financial Services, Llc
  Grapevine, TX

Previous Registrations

• 2019-04-02 → 2026-05-15
  Cerity Partners Llc
  Fort Worth, TX
  New York, NY
• 2022-09-21 → 2026-05-15
  Cerity Partners Retirement Plan Consultants
  Fort Worth, TX
  New York, NY
• 2018-02-08 → 2019-04-01
  Karsten Advisors
  Fort Worth, TX

Other Businesses

Real Estate Ownership; Single Family; 11 Beachside Drive, Unit 112 & 314, Santa Rosa Beach, FL, 32459; Not Investment-Related; 04/25/2023. Business Ownership; Haley Legacies, LLC; Co-owner; Retail; 8528 Newman Dr., , North Richland Hills, TX, 76180; Not Investment-Related; 09/01/2025; 0 hours per month; 0 during trading hours / HomeTown Legacies, LLC; Co-owner; Retail; 8528 Newman Dr., , North Richland Hills, TX, 76180; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / Haley Ventures, LLC; Co-owner; Retail; 8528 Newman Dr., , North Richland Hills, TX, 76180; Not Investment-Related; 02/10/2022; 0 hours per month; 0 during trading hours / Golden Circle Financial LLC; Co-owner; Manage Ameriprise Business; 3223 S. Loop 289, Suite 310, Lubbock, TX, 79423; Investment-Related; 12/03/2012; 60 hours per month; 60 during trading hours / Flagship Legacies, LLC; Owner; Manage Ameriprise Business; 7201 87th St., , Lubbock, TX, 79424; Investment-Related; 07/31/2026; 60 hours per month; 60 during trading hours. Outside Employment; Golden Circle Financial LLC; Currently employee. After the buy/sell is executed, I will be co-owner. Target date of buy-in to practice is 6/30/2026.; Manage advisory business; 3223 S. Loop 289, Suite 310, Lubbock, TX, 79423; Investment-Related; 05/29/2026; 60 hours per month; 60 during trading hours / Flagship Legacies, LLC; Owner; Manage advisory business; 7201 87th St., , Lubbock, TX, 79424; Investment-Related; 07/31/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-26

Designations

Other Names

• Hunter Paul Haley
• Hunter P Haley
• Hunter Haley