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Account
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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-08 |
Branch Locations
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
200 West Jackson Blvd. 18Th Floor, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitec Proprietary Markets Llc | Chicago | IL | 03/2013 | 02/2017 |
| Formidable Asset Management, Llc | Chicago | IL | 02/2017 | 12/2017 |
| Halo Investment Services, Llc | Chicago | IL | 08/2023 | Present |
| Sentinus Securities Llc | Oak Brook | IL | 09/2017 | 09/2019 |
| Sentinus, Llc | Oak Brook | IL | 08/2018 | 08/2023 |
| Halo Securities, Llc | Chicago | IL | 10/2021 | Present |
HALO SECURITIES, LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 10/2021 INVESTMENT RELATED HALO INVESTMENT SERVICES, LLC INVESTMENT ADVISER HEAD OF INVESTMENT SOLUTIONS SINCE 08/2023 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
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