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8229 Boone Blvd Suite 300, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Portfolio Wealth Advisors | Vienna | VA | 01/2005 | 12/2017 |
| Saffron Bistro, Llc | Mclean | VA | 01/2007 | 04/2017 |
| 1St Portfolio Holding Corporation | Vienna | VA | 04/2009 | 12/2017 |
| 1St Portfolio Lending Corporation | Fairfax | VA | 05/2009 | 12/2017 |
| Ategra Capital Management, Llc | Vienna | VA | 07/2024 | Present |
| Washingtonfirst Bank | Reston | VA | 07/2015 | 12/2017 |
| Jcm Income Fund Ii | Vienna | VA | 02/2020 | 07/2022 |
| Jera Partners, Llc | Vienna | VA | 06/2019 | Present |
| Jera Capital Management, Llc | Vienna | VA | 06/2019 | Present |
| Trustar Bank | Mclean | VA | 07/2019 | Present |
| Unemployed | N/A | VA | 12/2017 | 06/2019 |
1. Jera Partners, LLC; investment-related; 8229 Boone Blvd. Suite 305, Vienna, VA 22182; Real Estate Asset Manager; Managing Partner, 06/2019; 4 hours per week; Primarily Property Management of net Leased Properties. 2. Jera Capital Management, LLC, investment-related; 8229 Boone Blvd. Suite 305, Vienna, VA 22182; Real Estate Investment Company; Managing Partner; 06/2019; 1 hour per month; Approve distributions. 3. Trustar Bank; investment-related; 1650 Tysons Blvd. Suite 1150, Mclean, VA. 22102; Community Bank; Director; 07/2019; 2 hours per week; Chair ALCO committee and attend monthly board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-16 |
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