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4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-08 |
Branch Locations
4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadoak Securities | Bethesda | MD | 01/2007 | Present |
DIRECTOR COASTAL PENSION SERVICES 7230 LEE DEFOREST DRIVE, SUITE 102 COLUMBIA, MD 21046 COASTAL IS A THIRD PARTY ADMINISTRATOR FOR RETIREMENT PLANS. I BECAME AN INVESTOR IN APRIL 2005 AND SPEND APPROXIMATELY 6 HOURS PER MONTH. I HAVE NO SPECIFIC DUTIES AT THE FIRM. THE BROADOAK FUND 4800 Montgomery Ave SUITE 230 BETHESDA, MD 20814 INVESTMENT RELATED PRIVATE EQUITY/DEBT FUND OWNER/INVESTOR/MANAGER 07/10/2010 40 Hours BioInformatics - Investment Related 671 North Glebe Road, Suite 1610, Arlingotn VA 22203 Director 3 hours Since 2018 SGI-DNA - Investment Related 9535 Waples Street, Suite 100 San Diego, CA 92121 USA Director 3 hours Since 2018 Halo Biosciences - Investment Related 1828 El Camino Real, Suite 703 Burlingame, CA 94010 Director 3 hours Since 2019 Tonbo Biosciences - Investment Related 6335 Ferris Square Suite A San Diego, CA 92121 Director 3 hours Since 2018 Cellaria - Investment Related 11 Audubon Road Wakefield, MA 01880 Director 3 hours Since 2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-04 |
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