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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-25 |
| NJ | RA | APPROVED | 2024-06-13 |
| VA | RA | APPROVED | 2023-04-26 |
| DE | RA | APPROVED | 2023-04-19 |
| MD | RA | APPROVED | 2016-12-05 |
| TX | RA | APPROVED_RES | 2016-12-05 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
Rosemary Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bethesda | MD | 09/2011 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 12/2016 | Present |
FAUTREL72, INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 12/7/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| SEVENTY2 CAPITAL WEALTH MANAGEMENT LLC, INV RELATED, BETHESDA, MD, 50% OWNERSHIP, START 12/1/2016, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.;| TRUSTEE FOR FAUTREL72 INC. 401K DBP, INV RELATED, BETHESDA, MD, START 7/1/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.| SEVENTY2 LEGACY PARTNER LLC, INV RELATED, WILMINGTON, DE, 45% OWNERSHIP, START 2/28/2023, 160 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE.| 72 GROWTH PARTNERS LLC, INV RELATED, WILMINGTON, DE, 27.5% OWNERSHIP, START 3/10/25, 5 HRS PER MONTH, 5 HRS DURING TRADING,| SEVENTY2 CAPITAL LEGACY PARTNERS, LLC; INV RELATED; BETHESDA, MD; WEALTH MANAGEMENT/FINET PRACTICE;43% OWNERSHIP; START DATE: 02/06/2026; 80 HRS PER MONTH; 80 HRS DURING TRADING; SEVENTY2 HOLDINGS, LLC; INV RELATED; BETHESDA, MD; OPPORTUNITY FOR MERCHANT WEALTH PARTNERS TO HAVE OWNERSHIP IN SEVENTY2 CAPITAL WEALTH MANAGEMENT;75% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING; 7200 TAX PARTNERS - 100% OWNED BY SEVENTY2 HOLDINGS LLC; INV RELATED; BETHESDA, MD; TO CREATE A TAX PREP COMPANY THAT WILL ASSIST IN SERVICING CLIENTS/PROSPECTS. THIS WAS PREVIOUSLY APPROVED, BUT WE ARE CHANGING OWNERSHIP STRUCTURE.;100% OWNERSHIP; START DATE: 02/06/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-08 |
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