AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LL

Luke G. Laidley

Some features on this profile are disabled
CRD#: 4407232
LL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Luke Graham Laidley, who also goes by Luke Laidley, Luke Laidley, was a registered financial professional .

Luke is a previously registered financial professional and started their career in finance in 2001. Luke had worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luke Laidley | Luke Laidley

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 23, 2017 - November 19, 2018

HALO SECURITIES, LLC

BD
CRD#: 279029
Chicago, IL
Past

January 28, 2015 - August 12, 2016

INCAPITAL DISTRIBUTORS LLC

BD
CRD#: 156622
DELRAY BEACH, FL
Past

July 2, 2014 - August 12, 2016

INSPEREX LLC

BD
CRD#: 101420
DELRAY BEACH, FL
Past

October 4, 2006 - February 3, 2010

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

November 10, 2004 - October 3, 2006

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
OAKBROOK TERRACE, IL
Past

November 10, 2004 - October 3, 2006

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
OAKBROOK TERRACE, IL
Past

October 23, 2003 - November 1, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CHICAGO, IL
Past

October 23, 2003 - November 1, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 3, 2001 - December 6, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 279029

TRUST BUT VERIFY

Monitor Luke Laidley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics