JOSEPH HALPERN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with EXCEED ADVISORY LLC, OBSIDIAN CIO LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OBSIDIAN CIO LLC | 2026-03-17 | present | Yes |
| EXCEED ADVISORY LLC | 2026-02-03 | present | Yes |
| EXCEED ADVISORY LLC | 2025-02-04 | 2025-12-31 | — |
| OBSIDIAN CIO LLC | 2017-07-28 | 2017-12-31 | — |
| FOUNTAINHEAD ADVISORS | 2017-04-04 | 2026-01-08 | — |