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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2024-07-09 |
| MD | RA | APPROVED | 2016-12-01 |
| TX | RA | APPROVED_RES | 2016-12-01 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 01/2012 | 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 |
RENTAL PROPERTY, INV RELATED, DEWEY BEACH, DE, 100% OWNERSHIP, START 1/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY OWNER.| LEVITSKY72 LLC, INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 7/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE EXPENSES AND INCOME. | LEVITSKY GP, LLC ;INV RELATED; WASHINGTON ,DC; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 08/11/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| SEVENTY2 CAPITAL LEGACY PARTNERS, LLC ; INV RELATED; BETHESDA, MD; WEALTH MANAGEMENT/FINET PRACTICE;4% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;| SEVENTY2 HOLDINGS, LLC - 75% OWNED BY SEVENTY2 CAPITAL LEGACY PARTNERS; 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;| THE CARLYLE CONDOMINIUM ASSOC, INC; NOT INV RELATED; WASHINGTON, DC; HOA; PRESIDENT; START DATE 11/01/2021; 1HOUR PER MONTH; 0 HOURS DURING TRADING; RAINBOW COVE CONDOMINIUM ASSOC; NOT INVE RELATED; DEWEY BEACH; DE; HOA; TREASURER; START DATE 01/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-22 |
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