Charlotte Halmo is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with M1 ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| M1 ADVISORY SERVICES LLC | 2024-05-31 | present | Yes |
| M1 ADVISORY SERVICES LLC | 2023-04-18 | 2023-12-31 | — |
| CARSON ADVISORY, INC. | 2022-02-21 | 2023-04-12 | — |