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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-30 |
| IL | RA | APPROVED | 2023-08-11 |
Branch Locations
Aliso Viejo, CA • United States
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett & Co. Llc | Jersey City | NJ | 06/2005 | 06/2017 |
| Unemployed | Aliso Viejo | CA | 06/2017 | 05/2018 |
| Insperity | Irvine | CA | 06/2018 | 09/2019 |
| Galileo Financial Technologies | Salt Lake City | UT | 10/2019 | 03/2020 |
| Halo Securities Llc | Chicago | IL | 06/2020 | Present |
| Sentinus, Llc | Chicago | IL | 11/2021 | 08/2023 |
| Halo Investment Services, Llc | Chicago | IL | 08/2023 | Present |
HALO SECURITIES CHICAGO IL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 06/2020 INVESTMENT RELATED HALO INVESTMENT SERVICES, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 08/2023 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-27 |
| S66 | Uniform Combined State Law Examination | 2005-09-20 |
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