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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-16 |
Branch Locations
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halo Investing | Chicago | IL | 10/2025 | Present |
| Denison University | Granville | OH | 08/2021 | 05/2025 |
| University School Upper Campus | Hunting Valley | OH | 08/2017 | 06/2021 |
| University School Lower Campus | Shaker | OH | 08/2014 | 06/2017 |
| Unemployed | Gates Mills | OH | 05/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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