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1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-03 |
| VA | RA | APPROVED | 2025-12-02 |
| IL | RA | APPROVED | 2025-12-01 |
Branch Locations
1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Hinsdale, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octagon Financial Services, Inc. | Chicago | IL | 07/2017 | 12/2025 |
| Cross America Partners | Chicago | IL | 09/2016 | 06/2017 |
| State Oil Company | Libertyville | IL | 08/2011 | 09/2016 |
| Activ8 Family Office Llc | Hinsdale | IL | 12/2025 | Present |
N/A Self-Proprietor; No; 18 E 6th St., Hinsdale, IL 60524; Bill pay and accounting; Self-Proprietor; July 2018; 5; 0; Paying bills for a family
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-15 |
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