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North Bethesda, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syntrinsic Investment Counsel | Denver | CO | 08/2022 | 12/2023 |
| Obermeyer Wood Investment Counsel | Denver | CO | 03/2020 | 08/2022 |
| Established | Denver | CO | 02/2019 | 03/2020 |
| Student | Boulder | CO | 09/2012 | 02/2019 |
| Syntrinsic Llc | Denver | CO | 06/2023 | 12/2023 |
| Working Within | Denver | CO | 02/2024 | 05/2025 |
| Align Impact, Llc | Denver | CO | 07/2025 | Present |
| One Oak | North Bethesda | MD | 03/2026 | Present |
EDK Creative LLC: graphic design and marketing services. The business is not investment-related. It is located in Denver, CO. The registrant is the owner and main designer of EDK Creative LLC. This OBA started in May 2025. Approximately 40 hours/month is devoted to this business, zero hours during securities trading hours. The registrant provides graphic design and marketing services to clients of EDK Creative LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-22 |
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