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103 Montgomery Avenue, Montgomeryville, PA 18936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-30 |
Branch Locations
103 Montgomery Avenue, Montgomeryville, PA 18936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hirtle Callaghan & Co. | West Conshohocken | PA | 05/2008 | 04/2019 |
| Blb&B Advisors, Llc | Montgomeryville | PA | 04/2019 | Present |
| Eastern University | St. David'S | PA | 01/2008 | 08/2022 |
| Jefferson University | Philadelphia | PA | 01/2008 | Present |
| West Chester University | West Chester | PA | 01/2021 | Present |
Adjunct Instructor Immaculata College, 1145 West King Road, Immaculata Dr, Immaculata, PA 19345. 2 hours/week outside of normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-01 |
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