# HALPERN JOSEPH

HALPERN JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [EXCEED ADVISORY LLC](https://search.stillhousedata.com/firm/170403) | MANAGER | NEW YORK, NY |
| — | Form ADV | [FOUNTAINHEAD CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/156185) | CHIEF COMPLIANCE OFFICER | WARREN, NJ |
| — | Form ADV | [BULLET VENTURES MANAGEMENT LTD](https://search.stillhousedata.com/firm/331216) | EXECUTIVE OFFICER | — |
| — | Form ADV | [OBSIDIAN CIO, LLC](https://search.stillhousedata.com/firm/289000) | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | [FOUNTAINHEAD RETIREMENT SERVICES LLC](https://search.stillhousedata.com/firm/305196) | MANAGING MEMBER | WARREN, NJ |
| — | Form ADV | [FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/332017) | MANAGING MEMBER | NEW CANAAN, CT |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.