Terrence Patrick Hawkins

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 06/2022
  Morningstar Investment Services, Inc
  Chicago, IL
• 06/2022 → 03/2024
  Halo Securities, Llc
  Chicago, IL
• 06/2022 → 08/2023
  Sentinus, Llc
  Chicago, IL
• 08/2023 → 03/2024
  Halo Investment Services, Llc
  Chicago, IL
• 03/2024 → Present
  Brinker Capital
  Chicago, IL

Previous Registrations

• 2023-08-08 → 2024-03-13
  Halo Investment Services, Llc
  Chicago, IL
  Manhasset, NY
• 2022-07-14 → 2023-08-09
  Rothschild Wealth Llc
  Oakbrook, IL
  Chicago, IL
• 2014-10-23 → 2022-07-18
  Morningstar Investment Services Llc
  Chicago, IL
  Chicago, IL

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 hrs. per/month HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-18