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Peleg Halpern

North Star Wealth Management

Northbrook, IL

Deerfield, IL

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Current Employers
North Star Wealth Management

Deerfield, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-20
  • IL RA
    APPROVED
    Since 2023-06-20

Branch Locations

Regus Offices 5 Revere Dr. Suite 200, Northbrook, IL 60062 • United States

Deerfield, IL • 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
OrganizationCityStateFromTo
Revere Financial Llc Northfield IL 09/2010 06/2023
Comima Llc Deerfield IL 06/2023 Present
  • 09/2010 → 06/2023
    Revere Financial Llc
    Northfield, IL
  • 06/2023 → Present
    Comima Llc
    Deerfield, IL
Previous Registrations
  • 2010-10-27 → 2023-07-31
    Strategic Portfolio Managers
    Northfield, IL
  • 2009-05-01 → 2010-10-20
    Nrp Advisors, Inc.
    Northbrook, IL
    Bryan, OH
  • 2006-09-13 → 2009-05-01
    Valley Financial Management, Inc.
    Chicago, IL
    Highland Park, IL
  • 2001-06-18 → 2006-10-04
    Mesirow Financial, Inc.
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-25
S63 Uniform Securities Agent State Law Examination 1994-03-21
  • S65 Uniform Investment Adviser Law Examination
    2001-05-25
  • S63 Uniform Securities Agent State Law Examination
    1994-03-21

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
RITHOLTZ WEALTH MANAGEMENT
SHARP CIRCLE CONSULTING, LLC
DDS INVESTMENT MANAGEMENT, INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
E. A. HORWITZ LLC
EAGLE STRATEGIES LLC

Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

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