Eric A Hallin

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-04
TX	RA	APPROVED_RES	2026-05-04

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

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

Organization	City	State	From	To
Chase Investment Services Corp.	Arroyo Grande	CA	08/2010	10/2018
J.P. Morgan Securities Llc	Santa Maria	CA	10/2012	10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Luis Obispo	CA	10/2018	02/2023
Bank Of America, N.A.	San Luis Obispo	CA	12/2018	02/2023
Cs Planning Corp.	Portland	OR	02/2023	04/2026
Advisory Solutions Group	Paso Robles	CA	05/2026	Present

08/2010 → 10/2018

Chase Investment Services Corp.

Arroyo Grande, CA
10/2012 → 10/2018

J.P. Morgan Securities Llc

Santa Maria, CA
10/2018 → 02/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Luis Obispo, CA
12/2018 → 02/2023

Bank Of America, N.A.

San Luis Obispo, CA
02/2023 → 04/2026

Cs Planning Corp.

Portland, OR
05/2026 → Present

Advisory Solutions Group

Paso Robles, CA

2023-02-21 → 2026-06-02

Cs Planning Corp

Paso Robles, CA

Portland, OR

Paso Robles, CA
2018-10-01 → 2023-02-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Luis Obispo, CA
2012-10-01 → 2018-10-12

J.P. Morgan Securities Llc

Santa Maria, CA

Santa Maria, CA

Orcutt, CA

Lompoc, CA

Santa Maria, CA

Paso Robles, CA

San Luis Obispo, CA

Medford, OR

Atascadero, CA
2012-03-22 → 2012-10-01

Chase Investment Services Corp.

Lompoc, CA

Arroyo Grande, CA

Orcutt, CA

Santa Maria, CA

Santa Maria, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-20
S63	Uniform Securities Agent State Law Examination	2010-09-09