HALPERN JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HALPERN JOSEPH appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EXCEED ADVISORY LLC | MANAGER | NEW YORK, NY |
| — | Form ADV | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | WARREN, NJ |
| — | Form ADV | BULLET VENTURES MANAGEMENT LTD | EXECUTIVE OFFICER | — |
| — | Form ADV | OBSIDIAN CIO, LLC | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | FOUNTAINHEAD RETIREMENT SERVICES LLC | MANAGING MEMBER | WARREN, NJ |
| — | Form ADV | FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC | MANAGING MEMBER | NEW CANAAN, CT |