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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-12 |
Branch Locations
201 N Union St Suite 300, Alexandria, VA 22314 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
Dyson Capital Advisors - 201 N. Union St., Ste 300, Alexandria, VA 22314. A member of former RIA business acquired by Pathstone. No longer investment related. Duties - admin/review. Start date 2007.- 1 hour per month, 0 hours during securities trading hours NTZ Holdings - P.O. Box 7415, Alexandria, VA 22307. A manager of the Holding Co. for spouse's QSR business. Not investment related. Duties - admin/review. Start date 2018. 1 hour per month, 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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