Mitchell Akiva Katz

Current Employers

Employment History

• 04/2000 → Present
  New York Life Ins Co
  Bethesda, MD
• 05/2009 → Present
  Financial Solutions Group
  Bethesda, MD
• 10/2016 → Present
  Capital Associates, Llc
  Bethesda, MD

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURNACE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA FINANCIAL SOLUTIONS GROUP] [Becky's Fund; Address domestic violence in the community, establish prevention-based educational programs to counter domestic violence & collaborate with others to find ways to change the behavior & thinking behind issues that cause & perpetuate domestic violence.; 5 Thomas Circle, NW Washington DC 20005; Start Date 05/2016; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] OPERATING UNDER THE DBA NAME OF CAPITAL ASSOCIATES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 10/2016] [4500 Walsh Investor LLC; Investment in real estate development.; 4500 Walsh St Bethesda MD 20815; Start Date 02/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [MAK, LLC; LLC set up for tax purposes, outside insurance brokering and employee payroll.; 6905 Rockledge Dr, Ste 900 Bethesda MD 20817; Start Date 08/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; maintain business]

Exams

• S66 Uniform Combined State Law Examination
  2003-08-28
• S63 Uniform Securities Agent State Law Examination
  1998-12-23