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1445 Research Boulevard #530, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Paramus | MD | 06/2013 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| National Securities Corp | Woodcliff Lake | NJ | 02/2017 | 07/2022 |
| Ceros Financial Services Inc. | Rockville | MD | 07/2022 | Present |
| Atcap Partners Llc | Rockville | MD | 07/2022 | Present |
| National Asset Management Inc. | Boca Raton | FL | 03/2017 | 07/2022 |
1)INSURANCE SALES, 80 BROAD STREET 29TH FLOOR NEW YORK, NY 10004, INSURANCE SALES,INSURANCE AGENT, START DATE: 02/2017,200 HOURS/MONTH DURING TRADING HOURS 2) AW Forte Family Wealth, 80 BROAD STREET 29TH FLOOR NEW YORK, NY 10004, solely as a DBA, start date: 10/4/2024 AtCap,Is Investment Related,"80 broad st, 29th flr, new york, NY, 10004, United States",IAR,IAR,6/16/2022,30 hours per month,10 hours per month during trading hours,Fee Based Compensation,IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-29 |
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