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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-12-13 |
| MD | RA | APPROVED | 2024-01-18 |
| VA | RA | APPROVED | 2024-01-18 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | Reston | VA | 04/2007 | 06/2020 |
| Oars Capital | Dillsburg | PA | 07/2020 | 12/2023 |
| Chevy Chase Trust Company | Bethesda | MD | 12/2023 | Present |
Randy Ryan resigned as an employee from OARS Capital on December 1, 2023. He remains a 10% shareholder of the company. A final buyout agreement is currently being negotiated.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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