Gregory Thomas Donohoe

Current Employers

Halo Investment Services, Llc

1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-06-10

NJ RA
APPROVED

Since 2024-06-10

Branch Locations

Florence, NJ • United States

1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tdameritrade	Jersey City	NJ	09/2015	05/2024
Charles Schwab And Co., Inc.	Florence	NJ	12/2022	05/2024
Halo Securities, Llc	Chicago	IL	06/2024	Present
Halo Investment Serivces, Llc	Chicago	IL	06/2024	Present

09/2015 → 05/2024

Tdameritrade

Jersey City, NJ
12/2022 → 05/2024

Charles Schwab And Co., Inc.

Florence, NJ
06/2024 → Present

Halo Securities, Llc

Chicago, IL
06/2024 → Present

Halo Investment Serivces, Llc

Chicago, IL

Previous Registrations

2022-01-26 → 2024-06-03

Charles Schwab & Co., Inc.

San Diego, CA

Lone Tree, CO

Westlake, TX

Florence, NJ
2015-09-22 → 2023-09-07

Td Ameritrade Investment Management, Llc

Jersey City, NJ

San Diego, CA

Lone Tree, CO

Florence, NJ
2015-09-21 → 2022-10-14

Td Ameritrade, Inc.

Jersey City, NJ

San Diego, CA

San Diego, CA

Lone Tree, CO

Westlake, TX

Florence, NJ
2012-10-01 → 2015-09-23

J.P. Morgan Securities Llc

Jersey City, NJ

Jersey City, NJ

Jersey City, NJ

Hoboken, NJ

N. Arlington, NJ

Lyndhurst, NJ

Garfield, NJ

Wallington, NJ

Lyndhurst, NJ

North Arlington, NJ

Wallington, NJ

Jersey City, NJ

Elmwood Park, NJ
2012-03-12 → 2012-10-01

Chase Investment Services Corp.

Jersey City, NJ

Jersey City, NJ

Jersey City, NJ

Other Businesses

HALO INVESTMENT SERVICES, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 06/2024 INVESTMENT RELATED HALO SECURITIES, LLC BROKER DEALER REGIONAL VICE PRESIDENT SINCE 06/2024 INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-09
S63	Uniform Securities Agent State Law Examination	2008-06-20

S66 Uniform Combined State Law Examination

2012-03-09
S63 Uniform Securities Agent State Law Examination

2008-06-20

View on SEC IAPD