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1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octagon Financial Services | Mclean | VA | 01/1991 | 12/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2006 | 12/2025 |
| Octagon Financial Services, Inc. | Mcclean | VA | 03/2008 | 12/2025 |
| Sc30 & Underrated Golf | Oakland | CA | 10/2022 | Present |
| Activ8 Family Office Llc | Mclean | VA | 12/2025 | Present |
1)NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, DISABILITY, LONG-TERM CARE 2) NAME OF OTHER BUSINESS: EAT LEARN PLAY FOUNDATION (ELP); INVESTMENT RELATED: NO; ADDRESS: 985 THIRD ST #C, OAKLAND, CA 94607; NATURE OF BUSINESS: CHILDRENS FOUNDATION; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: STRATEGIC GUIDANCE AND FINANCIAL OVERSIGHT; 3) UNCHARTED POWER, NOT INVESTMENT RELATED, 527 W 125TH ST, NEW YORK, NY, 10027, POWER ACCESS COMPANY, STARTED O4/2020, POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER, MEMBER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE LEADERSHIP FEEDBACK, INSIGHTFUL CONSULTATION AND STRATEGIC INTRODUCTIONS 4) NAME OF OTHER BUSINESS: SC30 & UNDERRATED GOLF; INVESTMENT RELATED: NO; ADDRESS: 10 CLAY ST, #250 OAKLAND, CA 64607; NATURE OF BUSINESS: ENDORSEMENT & BUSINESS HOLDING COMPANY; START DATE: 10/2022 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LISTED OFFICER FOR CALIFORNIA FILINGS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-24 |
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