This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HALO INVESTMENT SERVICES, LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 30, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Apr 30, 2007

First registration

Jan 9, 2022

Dual registered

yes, broker-dealer

Other names

LAURIN STARCK

IAPD individual key

4465925

• Occurred

  Aug 15, 2024
  Advisor changed firm

  Laurin Elizabeth Starck left Charles Schwab & Co., Inc. for Halo Investment Services, Llc (registered 2026-01-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:363d5d0a-d512-7880-3f5e-859cdb16c15a

First observed

Jan 9, 2022

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.