Inactive

Grant Woodcock

Halo Investment Services, LLC

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Current Employers

Halo Investment Services, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-16

FL RA
APPROVED

Since 2026-07-16

Branch Locations

Estero, FL • 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
Mercedes Benz Of Fort Mitchell	Fort Mitchell	KY	10/2013	08/2017
Northwestern Mutual	Nashville	TN	05/2018	10/2018
University Of Cincinnati	Cincinnati	OH	09/2019	12/2019
Law Winton Road Llc	Cincinnati	OH	08/2020	10/2020
Luma Financial Technologies	Cincinnati	OH	10/2020	08/2022
University Of Alabama	Tuscaloosa	AL	08/2015	05/2019
University Of Cincinnati	Cincinnati	OH	08/2019	04/2020
Unemployed	Hebron	KY	05/2020	08/2020
Halo Investing	Chicago	IL	08/2022	Present

10/2013 → 08/2017

Mercedes Benz Of Fort Mitchell

Fort Mitchell, KY
05/2018 → 10/2018

Northwestern Mutual

Nashville, TN
09/2019 → 12/2019

University Of Cincinnati

Cincinnati, OH
08/2020 → 10/2020

Law Winton Road Llc

Cincinnati, OH
10/2020 → 08/2022

Luma Financial Technologies

Cincinnati, OH
08/2015 → 05/2019

University Of Alabama

Tuscaloosa, AL
08/2019 → 04/2020

University Of Cincinnati

Cincinnati, OH
05/2020 → 08/2020

Unemployed

Hebron, KY
08/2022 → Present

Halo Investing

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-30

S66 Uniform Combined State Law Examination

2026-06-30

View on SEC IAPD

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