Best Investors Account Sign in
Inactive

Brett Michael Dimas

Activ8 Family Office LLC

Barrington, IL

Mclean, VA

CRD 4148185

Claim This Profile
Employer firm

Activ8 Family Office LLC CRD 337753

$1.54B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Activ8 Family Office Llc

1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-02
TX RA APPROVED 2025-12-02
VA RA APPROVED 2025-12-02
  • IL RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02
  • VA RA
    APPROVED
    Since 2025-12-02

Branch Locations

Barrington, IL • United States

1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • 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
Octagon Financial Services, Inc Mclean VA 11/2008 12/2025
Raymond James & Associates, Inc. Chicago IL 12/2011 07/2022
Activ8 Family Office Llc Barrington IL 12/2025 Present
Previous Registrations
  • 2008-12-02 → 2025-12-11
    Ofs
    Chicago, IL
    Chicago, IL
  • 2011-12-23 → 2022-08-09
    Raymond James & Associates, Inc.
    Chicago, IL
    Chicago, IL
  • 2008-01-03 → 2008-12-09
    Csmg International, Ltd.
    Chicago, IL
Other Businesses

SOLE PROPRIETOR OF NON INVESTMENT-RELATED BUSINESS OPERATED FROM HOME ADDRESS. GENERAL ACCOUNTING SERVICES, 8 - 10 HOURS PER MONTH, STARTED 08/2012.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-04
  • S66 Uniform Combined State Law Examination
    2000-04-04
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Barrington, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor