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900 19Th St Nw Suite 203, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
900 19Th St Nw Suite 203, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | Washington | DC | 04/2016 | 09/2019 |
| F/M Acceleration | Washington | DC | 07/2019 | Present |
| F/M Investments | Washington | DC | 07/2019 | Present |
1) RoundCube, LLC, Investment Related Business, Washington, DC, Holding company for private family investments, Managing Member, 2002, less than 5 hours/month, 0, manage holdings. 2) Rowhouse Capital Partners, LLC, Investment Related Business, Washington, DC, Investment Management Consultancy, Managing Partner, 2014, less than 40 hours/month, investment consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
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