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

Jun 20, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jun 20, 2008

First registration

Mar 12, 2012

Dual registered

yes, broker-dealer

IAPD individual key

5520649

• Occurred

  Jun 3, 2024
  Advisor changed firm

  Gregory Thomas Donohoe left Charles Schwab & Co., Inc. for Halo Investment Services, Llc (registered 2024-06-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:456c8ec9-1140-9c6c-35a9-49765c9a2bd3

First observed

Mar 12, 2012

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.