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Inactive

Henry Anderson Dudley

Pathstone

Englewood, NJ

Alexandria, VA

CRD 5405392

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-15
  • VA RA
    APPROVED
    Since 2022-08-15

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

201 N. Union Street Suite 300, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dyson Capital Advisors, Llc Alexandria VA 04/2012 07/2022
Pathstone Alexandria VA 08/2022 Present
  • 04/2012 → 07/2022
    Dyson Capital Advisors, Llc
    Alexandria, VA
  • 08/2022 → Present
    Pathstone
    Alexandria, VA
Previous Registrations
  • 2013-04-11 → 2022-08-29
    Dyson Capital Advisors, Llc
    Alexandria, VA
  • 2007-10-09 → 2012-05-04
    Convergent Wealth Advisors, Llc
    Potomac, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-08
  • S65 Uniform Investment Adviser Law Examination
    2007-10-08

View on SEC IAPD

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