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1775 Tyson'S Blvd 5Th Floor, Suite 5175, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED_RES | 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, Inc. | Mclean | VA | 01/2013 | 12/2025 |
| Activ8 Family Office Llc | Uniontown | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
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