Alexander Schutz

Current Employers

Wms Advisors, Llc

6135 Park South Drive Suite 510, Charlotte, NC 28210 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-01-30

MD RA
APPROVED

Since 2022-01-30

Branch Locations

Bethesda, MD • United States

6135 Park South Drive Suite 510, Charlotte, NC 28210 • 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

Organization	City	State	From	To
Wms Advisors, Llc	Rockville	MD	01/2020	04/2021
Kron Chocolatier	Washington	DC	01/2007	11/2021
Grove Point Investments, Llc	Rockville	MD	06/2020	12/2024
Bittersweet Idea Dba Kron Chocolatier	Stevensivlle	MD	01/2007	11/2021
Grove Point Advisors, Llc	Rockville	MD	04/2021	11/2021
Wms Advisors, Llc	Charlotte	NC	04/2021	Present
Purshe Kaplan Sterling Investments	Albany	NY	01/2025	Present
Williams Associates	Rockville	MD	03/2024	04/2024

01/2020 → 04/2021

Wms Advisors, Llc

Rockville, MD
01/2007 → 11/2021

Kron Chocolatier

Washington, DC
06/2020 → 12/2024

Grove Point Investments, Llc

Rockville, MD
01/2007 → 11/2021

Bittersweet Idea Dba Kron Chocolatier

Stevensivlle, MD
04/2021 → 11/2021

Grove Point Advisors, Llc

Rockville, MD
04/2021 → Present

Wms Advisors, Llc

Charlotte, NC
01/2025 → Present

Purshe Kaplan Sterling Investments

Albany, NY
03/2024 → 04/2024

Williams Associates

Rockville, MD

Previous Registrations

2021-04-01 → 2021-12-31

Grove Point Advisors, Llc

Rockville, MD

Rockville, MD

Rockville, MD
2021-01-06 → 2021-04-01

Grove Point Investments, Llc

Charlotte, NC

North Bethesda, MD

Bethesda, MD

Other Businesses

1) WMS Advisors, LLC. Investment-Related. At Registered Location. RIA. Assistant. 04/2024. 120. 6. Assisting advisors. 2) Alex, Schutz, Insurance Agent. Investment-Related. At Registered Location. Insurance business. Life Insurance Producer. 02/2025. 2. 1. Sell Insurance. 3) Holy Child School. Not Investment Related. 9029 Bradley Blvd, Potomac, MD 20854. Varsity Soccer Coach. 8/18/2025. 5. Coaching 4) Personal Term Life Insurance Servicing Agent. Investment related. Home based. Fixed insurance. Servicing agent. Start date: 09/2025. 0 hrs/month. Policy Servicing Agent for my own Term Life Policy

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-08

S66 Uniform Combined State Law Examination

2020-12-08

Designations

Other Names

Alex Schutz
Alexander Menashe Schutz

View on SEC IAPD