Dennis Monohan (CRD# 4308558) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halo Investment Services, LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| Halo Securities, LLC | Chicago, IL | Oct 2021 - Current | 2 |
| Sentinus, LLC | Oak Brook, IL | Aug 2018 - Aug 2023 | 5 |
| Sentinus Securities LLC | Oak Brook, IL | Sep 2017 - Sep 2019 | 2 |
| Formidable Asset Management, LLC | Chicago, IL | Feb 2017 - Dec 2017 | < 1 |
| Equitec Proprietary Markets LLC | Chicago, IL | Mar 2013 - Feb 2017 | 3 |
| Monk Castle LLC | Chicago, IL | Sep 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- IL
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$15,600,000
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, IL, MN, NJ, NY
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