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1700 N. Moore St. Suite 1130, Arlington, VA 22209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-24 |
Branch Locations
1700 N. Moore St. Suite 1130, Arlington, VA 22209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Bethesda | MD | 07/2006 | 01/2019 |
| Park Avenue Securities | Bethesda | MD | 08/2006 | 01/2019 |
| Cope Connelly | Washington | DC | 02/2019 | Present |
| Jarred Bunch Consulting, Llc | Washington | DC | 01/2019 | 12/2020 |
| First Financial Group | Bethesda | MD | 09/2005 | 02/2019 |
| Xps Capital Llc | Washington | DC | 11/2020 | Present |
1.) COPE CONNELLY; INVESTMENT RELATED; START 01/21/2019; 160 HOURS/MONTH; 160 HOURS/MONTH DURING MARKET HOURS; WASHINGTON; DC; OWNER; FINANCIAL SERVICE BUSINESS; MANAGING PARTNER AND ADVISER DUTIES. 2.) Insurance Agent with Mass Mutual at West Point Financial Agency in Indianapolis, IN. 3) C4M GLOBAL ADVISORS LLC; MANAGING MEMBER;INVESTMENT RELATED: YES; 816 CONNECTICUT AVE SUITE # 800 WASHINGTON, D.C. DISTRICT OF COLUMBIA 20006 USA; RELATED ADVISER OF COPE CONNELLY RIA.; MANAGING OPERATIONS AND INVESTMENTS FOR HEDGE FUND BUSINESS.; 2023-02-14; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; 4) Prosomnus Sleep Technologies; General Partner; Location of the business: 5675 Gibraltar Drive Pleasanton CA 94588; Responsibilities Duties: Public Relations.; Start date: 2024-08-01; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-15 |
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