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Daniel Victor Weinstein

Kfa Private Wealth Group, LLC

Tyson, VA

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Current Employers
Kfa Private Wealth Group, Llc

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-03
  • VA RA
    APPROVED
    Since 2022-03-03

Branch Locations

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • 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
Morgan Stanley Private Bank, N.A. New York NY 06/2016 11/2018
Kfa Private Wealth Group, Llc Tysons VA 02/2022 Present
Heritage Investors Management Corporation Bethesda MD 01/2019 01/2022
  • 06/2016 → 11/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2022 → Present
    Kfa Private Wealth Group, Llc
    Tysons, VA
  • 01/2019 → 01/2022
    Heritage Investors Management Corporation
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-18
  • S66 Uniform Combined State Law Examination
    2016-08-18
Designations
Other Names
  • Daniel Weinstein
  • Daniel Victor Weinstein
  • Danny Weinstein

View on SEC IAPD

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