Drew M. Culver
MBI LLC
Bristow, VA 20136
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CRD#: 6246949
Professional summary
Drew Michael Culver, CFP® is a registered financial advisor currently at MBI LLC located in Bristow, Virginia.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Drew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: KESTRA ADVISORY SERVICES POSI: Investment Advisor Representative NOB: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/16/2024 ADDRESS: 5707 Southwest Parkway, Bldg. 2 Ste. 400, Austin TX 78735 DESC: Responsible for managing existing client relationships and formulating and implementing advice. Serves the firm as abusiness developer and is responsible for attracting new client relationships to the firm. Oversees and trains otheradvisors and staff to facilitate the delivery of excellent client service. In addition, oversees and directs the firm's clientservice and operations functions. Business Name: CURO PRIVATE WEALTH POSI: Financial Advisor NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 119 START DATE: 12/11/2023 ADDRESS: 11710 Plaza America Drive, Suite 2000, RESTON VA 20190 DESC: Manage client needs regarding service, trading, problem resolution and processing issues. Manage inbound calls andemails generated by a book of clients and takes responsibility for proactive outreach to clients. Prepare reports andinformation for client meetings. Participate in client meetings with Lead Advisor and take extensive notes. Client casedesign and financial plan development. Analyzing asset allocation and generating rebalancing trades. Oversee clientservice operations team and serve as quality control point to ensure that all calls, paperwork, policy and procedures forcustomer requests have been adhered to in accordance with compliance requirements. Able to identify opportunities,issues and viable alternatives when traditional solutions do not apply. Ability to manage and prioritize multiple andcompeting priorities on a daily basis in pursuit of business objectives. Interfaces with the broker-dealer or custodian toopen new accounts, update account information.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Michael Culver's 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®
Start date: 2017
Experience
Current
July 30, 2025 - Present
MBI LLC
Office #1: 12318 Penzance Lane, Bristow, VA 20136RIA
CRD#: 170858
Bristow, VA
Past
December 20, 2023 - July 10, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Reston, VA
Past
December 20, 2023 - July 10, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Reston, VA
Past
August 11, 2020 - September 18, 2023
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
FAIRFAX, VA
Past
August 11, 2020 - September 18, 2023
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
FAIRFAX, VA
Past
August 19, 2014 - April 16, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BETHESDA, MD
Past
April 18, 2014 - April 16, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
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".
ML
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)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
Virginia(7/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ML
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)Upgrade to AdvisorCheck Premium
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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
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 300,721,207 |
Red Flags
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