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Inactive

Jane Ochsman Rowny

Councilor Wealth LLC

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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 2015-09-10
VA RA APPROVED 2015-05-12
MD RA APPROVED 2014-10-08
  • DC RA
    APPROVED
    Since 2015-09-10
  • VA RA
    APPROVED
    Since 2015-05-12
  • MD RA
    APPROVED
    Since 2014-10-08
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
May And Barnhard Pc Bethesda MD 09/2008 Present
May Barnhard Investments, Llc Dba Mbi, Llc Bethesda MD 11/2013 Present
  • 09/2008 → Present
    May And Barnhard Pc
    Bethesda, MD
  • 11/2013 → Present
    May Barnhard Investments, Llc Dba Mbi, Llc
    Bethesda, MD
Previous Registrations
  • 2010-03-29 → 2018-12-14
    May & Barnhard, Pc
    Bethesda, MD
Other Businesses

JANE MULCAHY OCHSMAN IS A FULL TIME CPA AND CFP. SHE PROVIDES FINANCIAL PLANNING AND TAX SERVICES.

Designations
Other Names
  • Jane Mulcahy Ochsman
  • Jane Ellen Mulcahy

View on SEC IAPD

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