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North Bethesda, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-04-20 |
| MD | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abraaj North America | New York | NY | 01/2015 | 07/2018 |
| Blue Sand Securities Llc | New York | NY | 04/2015 | 10/2022 |
| Inverness Capital Advisors | Moorestown | NJ | 07/2018 | Present |
| One Oak Holdings, Llc | Cabin John | MD | 07/2025 | Present |
OneOak Holdings, LLC, 8013 Cypress Grove Lane, Cabin John, Maryland 20818. Provides outsourced CIO and other services to charitable foundations. Partner in the company, start date Jan 15, 2025; ~10-15 hours a week, none during trading hours. Company offers support and investment portfolio guidance to non-profits. The Riverside Company, 45 Rockefeller Center, 630 Fifth Avenue, Suite 400, New York, New York 10111. Global private equity firm that invests in smaller middle market companies. Serving as advisor to marketing team. Started 10/24; 10 hours/month; none during trading hours. Help support capital raising before new launch. The Vistria Group, 300 E. Randolph St., Suite 3850, Chicago, IL 60601. Private equity manager which invests in middle market companies focused on Healthcare, Knowledge & Learning Solutions, and Financial Services. Serving as a consultant to senior management for growth strategies. Started 1/25; 10 hours/month; none during trading hours. Helping identify institutional investors mainly in the US. Northleaf Capital Partners, 40 King Street West Suite 5600. Toronto, ON M5H 3S1 Canada. Private equity manager which invests in private equity, private credit, and infrastructure in developed markets. Working as an advisor making general introductions to institutions in the middle east. Started 4/24; 10 hours/month; none during trading hours. Helping management assess the potential for a fund raise in the region. Georgian Capital Partners, 40 King St W, Toronto, ON M5H 3Y2, Canada. Venture capital investor in growth stage software companies. Consultant to marketing team. Consultant to marketing team. Started 4/24; 10 hours/month; none during trading hours. Supporting overall growth of asset gathering strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-03 |
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