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1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-02 |
| VA | RA | APPROVED | 2025-12-01 |
Branch Locations
1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octagon Financial Services | Waterloo | 01/2007 | 12/2025 | |
| Activ8 Family Office Llc | St. Petersburg | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-17 |
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