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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
1740 N Street, Nw, Washington, DC 20036 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
OAKENHAM SALUDA VA LLC POSITION: Member NATURE: It is a real estate investment that will have rental income once the renovation is completed INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2025 ADDRESS: This is an LLC we created to restore a historic property., \ DESCRIPTION: Acting as a member in the LLC, overseeing construction. WASHINGTON WALDORF SCHOOL POSITION: Finance committee member NATURE: Trustee for children's school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: Bethesda, MD DESCRIPTION: No longer trustee; now just on finance committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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