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Inactive

Gregory Michael Estes

Councilor Wealth LLC

Bethesda, MD

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Current Employers
Councilor Wealth Llc

7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-02-13
MD RA APPROVED 2023-11-20
VA RA APPROVED 2023-11-20
  • DC RA
    APPROVED
    Since 2024-02-13
  • MD RA
    APPROVED
    Since 2023-11-20
  • VA RA
    APPROVED
    Since 2023-11-20

Branch Locations

7910 Woodmont Ave, Suite 500, 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
Intrepid Capital Corp Ponte Vedra Beach FL 09/2000 03/2017
Intrepid Capital Management Jacksonville Beach FL 09/2001 03/2017
Augustine Asset Management Jacksonville FL 04/2017 09/2023
Mbi, Llc Bethesda MD 09/2023 Present
May Barnhard Investments, Llc Dba Mbi, Llc Bethesda MD 09/2023 Present
  • 09/2000 → 03/2017
    Intrepid Capital Corp
    Ponte Vedra Beach, FL
  • 09/2001 → 03/2017
    Intrepid Capital Management
    Jacksonville Beach, FL
  • 04/2017 → 09/2023
    Augustine Asset Management
    Jacksonville, FL
  • 09/2023 → Present
    Mbi, Llc
    Bethesda, MD
  • 09/2023 → Present
    May Barnhard Investments, Llc Dba Mbi, Llc
    Bethesda, MD
Previous Registrations
Designations

View on SEC IAPD

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