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Advisor at COUNCILOR WEALTH LLC
BETHESDA, MD | Fenwick Island, DE | Rancho Mirage, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COUNCILOR WEALTH LLC | Independent wealth | May 12, 2015 | n/a | yes | Fenwick Island, DE|Rancho Mirage, CA|BETHESDA, MD | Current employment |
| MAY & BARNHARD, PC | n/a | Jan 1, 1997 | Dec 14, 2018 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAY & BARNHARD, PC | COUNCILOR WEALTH LLC | Dec 14, 2018 | May 12, 2015 | -1,312 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 121884:170858:MD:2018-12-14 | Dec 14, 2018 | May 12, 2015 | BETHESDA, MD | Firm change after gap |