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Charles Victor Kimmel

Councilor Wealth LLC

Gaithersburg, MD

Bethesda, MD

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Current Employers
Councilor Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-28
  • MD RA
    APPROVED
    Since 2026-01-28

Branch Locations

Gaithersburg, MD • United States

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
Raymond James Financial Services, Inc Rockville MD 07/2009 08/2023
Spc Financial Inc. Rockville MD 07/2009 08/2023
Unemployed Gaithersburg MD 09/2023 02/2025
Mbi Llc Bethesda MD 03/2025 Present
  • 07/2009 → 08/2023
    Raymond James Financial Services, Inc
    Rockville, MD
  • 07/2009 → 08/2023
    Spc Financial Inc.
    Rockville, MD
  • 09/2023 → 02/2025
    Unemployed
    Gaithersburg, MD
  • 03/2025 → Present
    Mbi Llc
    Bethesda, MD
Previous Registrations
  • 2013-06-04 → 2023-09-15
    Spc Financial Inc
    Rockville, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-08
  • S63 Uniform Securities Agent State Law Examination
    2008-08-08
Designations
Other Names
  • Chuck Kimmel
  • Charles Victor Kimmel
  • Chuck Victor Kimmel

View on SEC IAPD

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