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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-30 |
| VA | RA | APPROVED | 2020-06-22 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Reston, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Capital Strategies, Llc | Reston | VA | 10/2010 | 12/2016 |
| Pagnatokarp Partners, Llc | Reston | VA | 12/2016 | 06/2020 |
| Rbc Capital Markets, Llc | Mclean | VA | 06/2020 | Present |
| City National Bank | Mclean | VA | 10/2020 | 01/2023 |
1) Name: Old Dominion National Bank (ODNB) Advisory Board Address: 8601 Westwood Center Dr Tysons Corner, VA 22182 Business Description: ODNB is an independent, locally-owned and managed bank serving the Washington. Business is not investment related Projected Start Date: 05/20/19 Capacity: Committee/Council Member (not associated with the Board of Directors) Duties Performed: Provide community feedback Devoted to this OBA per Month: 0.5 Hours Devoted to this OBA during business hours: 0 2)NAME OF ENTITY: Association of Corporate Growth; ADDRESS: Not Provided; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: ACG membership and events facilitate relationship building and provide growth-related content; CAPACITY: Committee/Council Member (not associated with the Board of Directors); START DATE: 01/02/2020; DUTIES: Help attract new members to the organization; HOURS DEVOTED PER MONTH: 2hrs/month; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None; 3) NAME OF ENTITY: Wolf Pack Lax, LLC ADDRESS: 12494 Fox View Way Reston, VA 20191 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Girls Lacrosse Coaching and Clinics CAPACITY: Owner - Active START DATE: 8/1/22 DUTIES: Coaching lacrosse 1 on 1 and small group sessions. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: Haystack Project ADDRESS: 541 Powell Dr. Annapolis, MD 21401 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: non profit CAPACITY: Board of Directors *, Treasurer START DATE: 10/17/22 DUTIES: Help prepare a budge, report on financial condition, develop fundraising plans, make financial information available to board members. HOURS DEVOTED PER MONTH: .50 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 5) NAME OF ENTITY: The St James ADDRESS: 6805 Industrial Road Springfield, VA 22151 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Independent Contractor - Lacrosse Coaching START DATE: 10.06.23 CAPACITY: Owner - Active, Officer, Director, Partner DUTIES: Coaching Lacrosse HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2009-09-30 |
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