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Holly Scott Atallah

Broadoak Asset Management, LLC

Bethesda, MD

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Current Employers
Broadoak Asset Management, Llc

4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-12-11
  • MD RA
    APPROVED
    Since 2020-12-11

Branch Locations

4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • 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
Broadoak Capital Partners Bethesda MD 05/2018 Present
Palmer Financial Bethesda MD 05/2012 Present
Sweat Fitness Philadelphia PA 03/2009 08/2020
  • 05/2018 → Present
    Broadoak Capital Partners
    Bethesda, MD
  • 05/2012 → Present
    Palmer Financial
    Bethesda, MD
  • 03/2009 → 08/2020
    Sweat Fitness
    Philadelphia, PA
Other Businesses

Advisor to Somebody Advisors, LLC, approximately 5 hours a month, not compensated for work.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-11
  • S65 Uniform Investment Adviser Law Examination
    2020-12-11
Other Names
  • Holly Anne Scott

View on SEC IAPD

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