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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-30 |
Branch Locations
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 08/2015 | 08/2024 |
| Unemployed | Northbrook | IL | 08/2024 | 04/2025 |
| Halo Investing | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-30 |
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