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4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-12-11 |
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 Partners | Brisbane | CA | 12/2018 | Present |
| Extended Travel/Unemployed | Scarborough | ME | 07/2017 | 12/2018 |
| Raymond James And Associates | New York | NY | 06/2015 | 07/2017 |
Secretary, Biolog Solutions Inc., Corporation Trust Center, 1209 Orange Street, Wilmington, DE Investment Related, 10 hours a month, since March 2022 Board Director, PBS Biotech, Inc., 4721 Calle Cagr, Camarillo, CA, Investment Related Board Director, 5 hours per week, Start Date 9/2023 Secretary, Precision Cell Systems, Inc., Corporation Trust Center, 1209 Orange Street, Wilmington, DE Investment Related, 10 hours a month, since February 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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