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1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
| MD | RA | APPROVED | 2021-12-08 |
Branch Locations
8850 Columbia 100 Parkway Suite 306, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community College Baltimore County | Baltimore County | MD | 02/1998 | Present |
| Securities America, Inc. | Ellicott City | MD | 11/1999 | 12/2021 |
| Rsd Financial, Llc | Ellicott City | MD | 11/1999 | Present |
| Roger Desai | Ellicott City | MD | 03/2003 | Present |
| Versus Capital Partners, Llc | Columbia | MD | 07/2014 | 10/2020 |
| The Patriot Financial Group | Westborough | MA | 10/2020 | 12/2021 |
| United Planners Financial Services | Scottsdale | AZ | 12/2021 | Present |
| Lynx Investment Advisory. Llc | Washington | DC | 12/2021 | Present |
| Rsd Real Estate Holdings, Llc | Columbia | MD | 01/2007 | Present |
| Howard Community Collge | Columbia | MD | 12/2005 | Present |
| Roger S. Desai | Columbia | MD | 01/2000 | Present |
1.) WPM CONDO ASSOC. - VP - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - OWINGS MILLS, MD - SINCE 01/2021 - NOT INVESTMENT RELATED 2.) RSD REAL ESTATE HOLDINGS LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - COLUMBIA, MD - SINCE 01/2007 - INVESTMENT RELATED 3.) RSD FINANCIAL - MANAGING DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBIA, MD - SINCE 06/2002 - INVESTMENT RELATED 4.) HOWARD COMMUNITY COLLGE - ADJUNCT FACULTY - TEACHING/COACHING - COLUMBIA, MD - SINCE 12/2005 - INVESTMENT RELATED 5.) ROGER S. DESAI - INSURANCE AGENT - NON-VARIABLE INSURANCE - COLUMBIA, MD - SINCE 01/2000 - INVESTMENT RELATED 6.) LYNX INVESTMENT ADVISORY - MANAGING DIRECTOR - REGISTERED INVESTMENT ADVISOR - WASHINGTON, DC - SINCE 12/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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