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MT

Michael D. Thompson

HALO SECURITIES
Chicago, IL 60606
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CRD#: 2965521
MT

Professional summary


Michael David Thompson, who also goes by Michael David Thompson, is a registered financial professional currently at HALO SECURITIES, LLC located in Chicago, Illinois.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael David Thompson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael David Thompson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 16, 2023 - Present

HALO SECURITIES, LLC

Office #1: 200 West Jackson Suite 1800, Chicago, IL 60606
BD
CRD#: 279029
Chicago, IL
Past

September 12, 2017 - September 14, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Denver, CO
Past

September 12, 2017 - April 20, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
Lone Tree, CO
Past

July 24, 2017 - April 20, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

January 1, 2004 - September 23, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

April 5, 2000 - January 1, 2004

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

December 15, 1997 - March 15, 2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/29/2023)
RR
Alaska
(12/8/2023)
RR
Arizona
(12/6/2023)
RR
Arkansas
(12/1/2023)
RR
California
(11/29/2023)
RR
Colorado
(10/17/2023)
RR
Connecticut
(10/17/2023)
RR
Delaware
(12/19/2023)
RR
District of Columbia
(11/9/2023)
RR
Florida
(10/23/2023)
RR
Georgia
(11/29/2023)
RR
Hawaii
(11/30/2023)
RR
Idaho
(10/19/2023)
RR
Illinois
(12/8/2023)
RR
Indiana
(11/29/2023)
RR
Iowa
(12/1/2023)
RR
Kansas
(11/29/2023)
RR
Kentucky
(11/30/2023)
RR
Louisiana
(10/23/2023)
RR
Maine
(11/29/2023)
RR
Maryland
(10/20/2023)
RR
Massachusetts
(12/4/2023)
RR
Michigan
(11/30/2023)
RR
Minnesota
(11/29/2023)
RR
Mississippi
(11/29/2023)
RR
Missouri
(11/29/2023)
RR
Montana
(12/4/2023)
RR
Nebraska
(11/29/2023)
RR
Nevada
(12/4/2023)
RR
New Hampshire
(12/1/2023)
RR
New Jersey
(12/6/2023)
RR
New Mexico
(11/29/2023)
RR
New York
(11/29/2023)
RR
North Carolina
(12/1/2023)
RR
North Dakota
(12/4/2023)
RR
Ohio
(11/29/2023)
RR
Oklahoma
(11/30/2023)
RR
Oregon
(11/29/2023)
RR
Pennsylvania
(11/29/2023)
RR
Rhode Island
(11/30/2023)
RR
South Carolina
(12/5/2023)
RR
South Dakota
(11/29/2023)
RR
Tennessee
(11/29/2023)
RR
Texas
(11/29/2023)
RR
Utah
(11/29/2023)
RR
Vermont
(11/29/2023)
RR
Virginia
(11/29/2023)
RR
Washington
(11/28/2023)
RR
West Virginia
(11/30/2023)
RR
Wisconsin
(11/29/2023)
RR
Wyoming
(11/29/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 11/28/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/6/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HALO SECURITIES, LLC
HALO SECURITIES | SENTINUS-HALO SECURITIES, LLC | SENTINUS-HALO SECURITIES | SENTINUS SECURITIES LLC | HALO SECURITIES, LLC

CRD#: 279029 / SEC#: , 8-69655

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 West Jackson Suite 1800, Chicago, IL 60606
Mailing Address
200 West Jackson Suite 1800, Chicago, IL 60606
Phone number
(847) 687-9460
Established
Illinois since 02/09/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HALO INVESTING, INC.OWNER
BELKA, THOMAS JAMESFINOP2974998
GOLDSTEIN, DANA LYNNCHIEF COMPLIANCE OFFICER1993607
RADGOWSKI, MATTHEW JOSEPHCEO2510172

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HALO SECURITIES, LLC

CRD#: 279029Chicago, IL 60606

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