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Reema Ambrish Patel

Councilor Wealth LLC

Bethesda, MD

Bloomfield, NJ

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Current Employers
Councilor Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-24
MD RA APPROVED 2024-06-06
  • NJ RA
    APPROVED
    Since 2026-02-24
  • MD RA
    APPROVED
    Since 2024-06-06

Branch Locations

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

Bloomfield, NJ • 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
May Barnhard Investments, Llc Bethesda MD 08/2023 01/2026
Councilor Buchanan & Mitchell, Pc Bethesda MD 11/2014 Present
May Barnhard Investments Llc Bloomfield NJ 02/2022 01/2026
May Barnhard Investments, Llc Bethesda MD 01/2026 Present
  • 08/2023 → 01/2026
    May Barnhard Investments, Llc
    Bethesda, MD
  • 11/2014 → Present
    Councilor Buchanan & Mitchell, Pc
    Bethesda, MD
  • 02/2022 → 01/2026
    May Barnhard Investments Llc
    Bloomfield, NJ
  • 01/2026 → Present
    May Barnhard Investments, Llc
    Bethesda, MD
Other Businesses

MBI is subsidiary arm of CBM, where I also provide accounting for tax, audit and advisory related accounting services. CBM has an origination policy that awards a referral commission for the first two years of bringing in a new client.

Designations

View on SEC IAPD

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