Judith P. Barnhard

MBI LLC

Bethesda, MD 20814

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CRD#: 4566341

Professional summary

Judith Parmelee Barnhard, CFP®, who also goes by Judith P Barnhard, is a registered financial advisor currently at MBI LLC located in Bethesda, Maryland.

Judith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Judith has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Judith P Barnhard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MAY & BARNHARD, PC IS A FULL SERVICE ACCOUNTING FIRM THAT PERFORMS ACCOUNTING, TAX AND FINANCIAL PLANNING (FEE ONLY) SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judith Parmelee Barnhard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 13, 2014 - Present

MBI LLC

Office #1: 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

RIA

CRD#: 170858

Bethesda, MD

Past

April 7, 2015 - December 14, 2018

MAY & BARNHARD, PC

RIA

CRD#: 121884

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MBI LLC

BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC

CRD#: 170858 / SEC#: 801-110144

RIA

Registered Investment Advisory firm - (3/15/2017 Approved)

District of Columbia

Registered Investment Advisory firm - (6/28/2017 Terminated)

Maryland

Registered Investment Advisory firm - (7/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (6/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(8/28/2015)

IAR

Maryland
(6/13/2014)

IAR

Virginia
(5/12/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MBI LLC

BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC

CRD#: 170858 / SEC#: 801-110144

RIA

Registered Investment Advisory firm - (3/15/2017 Approved)

District of Columbia

Registered Investment Advisory firm - (6/28/2017 Terminated)

Maryland

Registered Investment Advisory firm - (7/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (6/28/2017 Terminated)

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Contact information

Main Address

7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

Mailing Address

Phone number

(301) 986-0600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 300,721,207

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Judith P. Barnhard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judith Parmelee Barnhard's CRS (Customer Relationship Summary).

Certified licenses

Experience

MBI LLC

MAY & BARNHARD, PC

Primary Firm SEC Registration

MBI LLC

State Registrations and Notice Filings

Exams

Current Firm

MBI LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MBI LLC

TRUST BUT VERIFY

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