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Christopher Carley Schaefer

Mv Capital Management, Inc.

Bethesda, MD

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Current Employers
Mv Capital Management, Inc.

3 Bethesda Metro Center Suite 650, Bethesda, MD 20814-6336 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2006-02-02
  • MD RA
    APPROVED
    Since 2006-02-02

Branch Locations

4520 East West Highway Suite 400, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mv Capital Management, Inc. Bethesda MD 02/2006 Present
Purshe Kaplan Sterling Investments Albany NY 05/2006 Present
Mv Financial Group Bethesda MD 10/2002 Present
  • 02/2006 → Present
    Bethesda, MD
  • 05/2006 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2002 → Present
    Mv Financial Group
    Bethesda, MD
Previous Registrations
  • 2003-01-28 → 2006-04-13
    Joyn Advisors, Inc.
    Bethesda, MD
Other Businesses

1)MV CAPITAL MANAGEMENT, INC. INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, RIA, FINANCIAL ADVISOR, 02/2006, 120 HOURS/MONTH, 100 HOURS DURING TRADING HOURS, ADVISORY SERVICES. 2)MV FINANCIAL GROUP, INVESTMENT RELATED, 4520 EAST WEST IGHWAY, SUITE 400, BETHESDA MD 20814, INSURANCE BROKERAGE (FIXED, LIFE, DI, HEALTH,GROUP), AGENT, 10/2002, 20 HOURS/MONTH-ALL DURING TRADING HOURS, AGENT-SALES. ALSO THROUGH MV FINANCIAL GROUP, BUSINESS CONSULTING, START 2/04, 4 HOURS/MONTH, 0 DURING TRADING HOURS, CONSULTANT. STARTING 1/2007, MV FINANCIAL GROUP WILL INCLUDE EXIT PLANNING.POSITION:CONSULTANT,10 HRS./MO.,5 HRS DURING TRADING. DUTIES: PROSPECTING FOR CLIENTS, TAKING CLIENTS THROUGH THE EXIT PLANNING PROCESS, AND SERVICING EXISTING CLIENTS GAMBRINUS STEIN CLUB; NO PERMANENT ADDRESS; SOCIAL, NOT FOR PROFIT ORGANIZATION; NOT INVESTMENT RELATED; TREASURER; NOMINATED ON 2/10/08; 5 HRS/ MONTH, NO TRADING HRS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-06
  • S66 Uniform Combined State Law Examination
    2002-12-06
Designations

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