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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-03 |
Branch Locations
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
3600 Chain Bridge Rd., Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Colony Advisors | Fairfax | VA | 05/2024 | Present |
| Patomak Global Partners | Washington | DC | 06/2022 | 04/2024 |
| Alfta Gif | Alfta | 05/2021 | 06/2022 | |
| George Mason University | Fairfax | VA | 05/2019 | 05/2021 |
| Ohio University | Athens | OH | 08/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-23 |
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