Benjamin J Abitz

Current Employers

Employment History

• 11/2018 → 09/2019
  Morgan Stanley
  Greensboro, NC
• 08/2018 → 11/2018
  Guilford County Schools
  Greensboro, NC
• 02/2017 → 08/2018
  University Of Connecticut
  Storrs, CT
• 03/2016 → 02/2017
  Methodist University
  Fayetteville, NC
• 02/2019 → 09/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2019 → 05/2020
  Piedmont Capital Management, Llc
  Greensboro, NC
• 07/2020 → 05/2023
  Matt Logan Inc
  Greensboro, NC
• 07/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2020 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 01/2023 → Present
  University Of Virginia
  Charlottesville, VA
• 05/2023 → 10/2025
  Tmrw Wealth
  Greensboro, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Abax Capital, Llc
  Greensboro, NC

Previous Registrations

• 2020-07-09 → 2021-05-20
  Summit Financial Group Inc
  Greensboro, NC
• 2019-11-19 → 2021-02-26
  Piedmont Capital Management, Llc
  Greenboro, NC
• 2019-02-05 → 2019-09-19
  Morgan Stanley
  Greensboro, NC

Other Businesses

1. NAME OF OTHER BUSINESS: UNIVERSITY OF VIRGINIA; INVESTMENT RELATED: NO; ADDRESS: 104 MIDMONT LN, CHARLOTTESVILLE, VA 22904; NATURE OF BUSINESS: EDUCATION; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: PROFESSOR; APX NUMBER OF HOURS PER WEEK: 3-6; APX NUMBER OF HOURS DURING TRADING HOURS: 3-6; BRIEF DESCRIPTION OF DUTIES: TEACH ONLINE COURSES IN SUPPORT OF THE UVA CERTIFIED FINANCIAL PLANNER EDUCATION PROGRAM; 2. NAME OF OTHER BUSINESS: MEGEN ABITZ & LWTL, PLLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MEDICAL AND NURSING SERVICES; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: CONSULTING/ACCOUNTING; APX NUMBER OF HOURS PER WEEK: 0-1; APX NUMBER OF HOURS DURING TRADING HOURS: 0-1; BRIEF DESCRIPTION OF DUTIES: QUICKBOOKS, QUARTERLY RECORD KEEPING, PAYROLL AND ACCOUNTING; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2025; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: ABAX CAPITAL, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2019-02-05

Designations