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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-09 |
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 |
|---|---|---|---|---|
| Unemployed | Denver | CO | 01/2016 | 09/2016 |
| Td Ameritrade | Denver | CO | 09/2016 | 08/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2022 | 08/2022 |
| Sentinus, Llc | Chicago | IL | 08/2022 | 08/2023 |
| Sentinus-Halo Securities, Llc | Chicago | IL | 08/2022 | Present |
| Halo Investment Servives, Llc | Aurora | CO | 08/2023 | Present |
HALO SECURITIES BROKER DEALER ANNUITY DIRECTOR SINCE 08/2022 INVESTMENT RELATED HALO INVESTMENT SERVICES, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 08/2023 INVESTMENT RELATED HALO INVESTMENT INSURANCE SERVICES INSURANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-04 |
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