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Chevy Chase, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-12-11 |
| MD | RA | APPROVED | 2023-12-11 |
| VA | RA | APPROVED | 2012-10-31 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afc Asset Management Services, Inc. | Gaithersburg | MD | 02/2010 | Present |
| Arete Wealth Managment | Schaumburg | IL | 09/2011 | Present |
1) ACI GROUP/AMERICAN CAPITAL INVESTMENTS: RIA. 2) THIS IS NOT INVESTMENT RELATED. I BECAME THE TREASURER FOR A NON-PROFIT, CITY WILDLIGE (15 OGLETHORPE STREET NW, WASHINGTON, DC 20011) IN DECEMBER 2011. I GENERALLY DEVOTE ABOUT 10 HOURS PER MONTH ON THIS ACTIVITY. MY DUTIES INCLUDE MANAGING AND BALANCING THE BOOKS, COLLECTING DONATIONS, SENDING COMMUNICATIONS, ATTENDING AND REPORTING AT BOARD MEETINGS, AND ATTENDING FUNDRAISER EVENTS. 3) THIS IS NOT INVESTMENT RELATED. BEGINNING IN 2007, I AM A SHAREHOLDER AND BOARD MEMBER FOR ACCUSTRATA, INC. (387 TECHNOLOGY DRIVE, TAP BUILDING, COLLEGE PARK, MD 20742). I GENERALLY DEVOTE A FEW HOURS PER YEAR TO THIS ACTIVITY BY ATTENDING BOARD MEETINGS AND VOTING ON ALL ISSUES RELATED TO THE COMPANY. THE BUSINESS INVOLVES THIN FILM TECHNOLOGY RELATED TO PROCESS DESIGN, DEVELOPMENT AND OPTIMIZATION FOR A LARGE VARIETY OF APPLICATIONS, INCLUDING AN IN-DEPTH KNOWLEDGE OF DIELECTRICS, METALS, II-VI AND III-V MATERIALS FOR SOLAR AND IR APPLICATIONS AND LOW-LOSS LASER COATINGS FOR UV, VISIBLE AND IR LASERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-04 |
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