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4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-30 |
Branch Locations
4800 Montgomery Lane Suite 230, Bethesda, MD 20814 • United States
4350 Lassiter At North Hills St, Suite 230, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadoak Capital Partners | Raleigh | NC | 09/2023 | Present |
| Unitypoint Health West | Des Moines | IA | 06/2019 | 09/2023 |
| Nexeon Medsystems Inc , Pr | Dorado | PR | 01/2017 | 04/2019 |
| Nuviant Medical Inc | Dallas | TX | 04/2015 | 12/2016 |
| Broadoak Asset Management Llc. | Bethesda | MD | 04/2024 | Present |
Pathware, Inc located in Golden, CO. Role: Board Director. Spends approximately 6h/mo during trading hours. Started as board director in 2019. Kaizen Health, Inc located in Chicago, IL. Role: Board Director, Spends approximately 6h/mo during trading hours. Started as board director in 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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