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Morgan Alexandra Freund

Family Office Research, LLC

Bethesda, MD

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Current Employers
Family Office Research, Llc

7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-22
  • MD RA
    APPROVED
    Since 2025-08-22

Branch Locations

7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • 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
Family Office Research Bethesda MD 07/2024 Present
Student Columbus OH 08/2023 06/2024
Cw Capital Bethesda MD 06/2023 08/2023
Student Columbus OH 08/2022 06/2023
Family Office Research Bethesda MD 05/2022 08/2022
Student Columbus OH 08/2021 05/2022
Excel Sports Chevy Chase MD 01/2018 08/2021
Unemployed Student Bethesda MD 07/2014 01/2018
  • 07/2024 → Present
    Family Office Research
    Bethesda, MD
  • 08/2023 → 06/2024
    Student
    Columbus, OH
  • 06/2023 → 08/2023
    Cw Capital
    Bethesda, MD
  • 08/2022 → 06/2023
    Student
    Columbus, OH
  • 05/2022 → 08/2022
    Family Office Research
    Bethesda, MD
  • 08/2021 → 05/2022
    Student
    Columbus, OH
  • 01/2018 → 08/2021
    Excel Sports
    Chevy Chase, MD
  • 07/2014 → 01/2018
    Unemployed Student
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21

View on SEC IAPD

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