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Advisor at ONE OAK
NORTH BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONE OAK | Independent wealth | Apr 13, 2026 | n/a | yes | NORTH BETHESDA, MD | Current employment |
| ALIGN IMPACT, LLC | Former SEC adviser | Sep 17, 2025 | Mar 5, 2026 | no | CALDWELL, ID | Previous registration |
| SYNTRINSIC LLC | Former SEC adviser | Jul 20, 2023 | Jan 10, 2024 | no | DENVER, CO | Previous registration |
| SYNTRINSIC INVESTMENT COUNSEL, LLC. | Former SEC adviser | Feb 16, 2023 | Dec 31, 2023 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALIGN IMPACT, LLC | ONE OAK | Mar 5, 2026 | Apr 13, 2026 | 39 | Firm change | RIA to RIA |
| SYNTRINSIC LLC | ALIGN IMPACT, LLC | Jan 10, 2024 | Sep 17, 2025 | 616 | Firm change after gap | Other |
| SYNTRINSIC INVESTMENT COUNSEL, LLC. | SYNTRINSIC LLC | Dec 31, 2023 | Jul 20, 2023 | -164 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147978:327054:CO:2023-12-31 | Dec 31, 2023 | Jul 20, 2023 | DENVER, CO | Firm change after gap |