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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2000-03-13 |
Branch Locations
6905 Rockledge Dr Ste 120,, Bethesda, MD 20850 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Chevy Chase | MD | 09/1990 | Present |
| Nylife Securities Inc. | Bethesda | MD | 10/1994 | Present |
| Weitz Financial Group, Llc | Bethesda | MD | 11/2011 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA OF 'WEITZ FINANCIAL GROUP, LLC.; INVESTMENT RELATED; START DATE 11/2011] [Weitz & Weitz, LLC; for the purpose of owning Monogram Capital Partners II only; 10205 Lakestone Place Rockville, MD 20850; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Monogram Capital Partners II; Private Investment; 400 N Camden Drive, Suite 300 Beverly Hills, CA 90210; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Terrapin Club; Support Student Athletes through donations from Alumni; University of Maryland, College Park, MD ; Start Date 10/2024; Role/Title: Officer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; President, Advisory to Terrapin Club staff]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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