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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_RES | 2025-12-03 |
| 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 | 01/2009 | 12/2025 |
| Activ8 Family Office Llc | Mclean | VA | 12/2025 | Present |
Forbes, 499 Washington Blvd, Jersey City, NJ 07310; not investment related; an American business magazine; Writer; Start date: July 2018; Number of hours per month devoted to this business: Ranges from zero to 10 hours per month. Most months are zero hours; Number of hours devoted per month to this business during securities trading hours?: Zero hours; I have my own blog writing about tax issues that athletes face.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-17 |
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