Best Investors Account Sign in
Inactive

Darshan Prakash Makim

Pointoak Retirement Advisors

Mclean, VA

Claim This Profile
Current Employers
Pointoak Retirement Advisors

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
VA RA APPROVED 2021-09-03
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • VA RA
    APPROVED
    Since 2021-09-03

Branch Locations

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Retirement Group Falls Church VA 01/2012 08/2021
Kestra Financial Services, Inc Austin TX 04/2016 Present
Pointoak Retirement Advisors Mclean VA 09/2021 Present
  • 01/2012 → 08/2021
    Capstone Retirement Group
    Falls Church, VA
  • 04/2016 → Present
    Kestra Financial Services, Inc
    Austin, TX
  • 09/2021 → Present
    Mclean, VA
Previous Registrations
Other Businesses

(1) Darsh Makim - Real Estate; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate VA Licensed; Start: 12/2020; 49-64 Hrs/Month; 12-28 Hrs during trading; Buying, selling, owning, and operating real estate. (2) 404 MacBeth Dr, LLC; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate; Member; Start: 6/2020; 0-16 Hrs/Month; 0-14 Hrs during trading; Reconciling books, paying bills, and maintaining property upkeep. (3) TCPGH, LLC; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate; Member; Start: 9/2020; 0-16 Hrs/Month; 0-14 Hrs during trading; Reconciling books, paying bills, and maintaining property upkeep. (4) Triveni Capital, LLC; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate; Member; Start: 8/2020; 0-16 Hrs/Month; 0-14 Hrs during trading; Reconciling books. paying bills, and maintaining property upkeep. (5) PointOak Retirement Advisors, LLC; Investment Related; 1751 Pinnacle Dr, Suite 600, McLean, VA 22102; Insurance; Referral Contact; Start: 5/2020; 0-16 Hrs/Month; 0-14 Hrs during trading; No obligation or activity, purely as lead generation. (6) TCPGH 2, LLC; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate; Member; Start: 8/2021; 0-16 Hrs/Month; 0-14 Hrs during trading; Keep the condo maintained, find suitable tenants, and collect rent. (7) EverStar Capital Partners, LLC; Investment Related; 202 Elm St SW, Vienna, VA 22180; Real Estate; President; Start: 4/2021; 0-16 Hrs/Month; 0-14 Hrs during trading; I am the Owner and the Company is used to evaluate and purchase real estate and real estate related assets. (8) Decision Technologies, Inc.; Non-Investment Related; 2900 Crystal Dr #810, Arlington, VA 22202; Government Contracting Company; Member of Board of Advisors; Start: 2/2024; 0 Hrs/Month; 0 Hrs during trading; Advisory Board is adopted to help refine the corporate strategy, identify new business opportunities, and strengthen corporate diligence.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-06
S63 Uniform Securities Agent State Law Examination 2006-03-07
  • S66 Uniform Combined State Law Examination
    2006-04-06
  • S63 Uniform Securities Agent State Law Examination
    2006-03-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor