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760 Newtown Yardley Road Suite 114, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-05 |
| PA | RA | APPROVED | 2020-02-14 |
Branch Locations
760 Newtown Yardley Road Suite 114, Newtown, PA 18940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kb Financial Partners, Llc F/K/A Karr Barth Private Client Group | Princeton | NJ | 02/2000 | 02/2020 |
| Kb Financial Partners, Llc | Newtown | PA | 02/2012 | 02/2020 |
| M Holding Securities, Inc. | Portland | OR | 02/2012 | 02/2020 |
| 46 Peaks Investment Advisory Group | Newtown | PA | 02/2020 | Present |
1) ANEJO INVESTORS, LLC; YES; 760 NEWTOWN YARDLEY RD, STE. 113 AND 114, NEWTOWN, PA 18940; REAL ESTATE; MEMBER; NOVEMBER 2006; 1; 0; LLC IS OWNED BY ME AND MY WIFE FOR THE PURPOSE OF HOLDING OUT COMMERCIAL REAL ESTATE OFFICE SPACE 2)PEDIATRIC THERAPEUTICS, INC.; NO; 760 NEWTOWN YARDLEY RD., STE. 114, NEWTOWN, PA 18940; CONTRACTING AGENCY; TREASURER; 1993; 30; 20; BOOK KEEPING, INVOICING, PAYROLL AND TAXES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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