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Jacob Aaron Halsey

D.A. Davidson & Co.

Cary, NC

Great Falls, MT

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-26
  • NC RA
    APPROVED
    Since 2024-08-26

Branch Locations

Cary, NC • United States

8 Third Street North, Great Falls, MT 59401-3104 • 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
Student Bath NC 09/2012 09/2022
Fortress Private Ledger Raleigh NC 11/2023 08/2024
Mullarkey Commercial Real Estate Group Greenville NC 09/2022 11/2023
D.A. Davidson & Co. Cary NC 08/2024 Present
  • 09/2012 → 09/2022
    Student
    Bath, NC
  • 11/2023 → 08/2024
    Fortress Private Ledger
    Raleigh, NC
  • 09/2022 → 11/2023
    Mullarkey Commercial Real Estate Group
    Greenville, NC
  • 08/2024 → Present
    D.A. Davidson & Co.
    Cary, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-30
S65 Uniform Investment Adviser Law Examination 2023-09-22
  • S63 Uniform Securities Agent State Law Examination
    2023-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-09-22
Other Names
  • Jacob Halsey

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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