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1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-02 |
| VA | RA | APPROVED | 2025-12-02 |
Branch Locations
Barrington, IL • United States
1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
SOLE PROPRIETOR OF NON INVESTMENT-RELATED BUSINESS OPERATED FROM HOME ADDRESS. GENERAL ACCOUNTING SERVICES, 8 - 10 HOURS PER MONTH, STARTED 08/2012.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-04 |
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