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John Bruce Levis

Mb, Levis & Associates,LLC

Center Valley, PA

CRD 2326190

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Employer firm

Mb, Levis & Associates,LLC CRD 164197

$412M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Mb, Levis & Associates,Llc

4647 Saucon Creek Road Suite 101, Center Valley, PA 18034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-07-11
TX RA APPROVED 2012-07-11
  • PA RA
    APPROVED
    Since 2012-07-11
  • TX RA
    APPROVED
    Since 2012-07-11

Branch Locations

4647 Saucon Creek Road Suite 101, Center Valley, PA 18034 • 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
Mcqueen Ball & Associates, Inc Bethlehem PA 08/1998 Present
Mb, Levis & Associates, Llc Center Valley PA 07/2012 Present
  • 08/1998 → Present
    Mcqueen Ball & Associates, Inc
    Bethlehem, PA
  • 07/2012 → Present
    Mb, Levis & Associates, Llc
    Center Valley, PA
Previous Registrations
  • 2006-06-09 → 2013-03-05
    Mcqueen, Ball & Associates Inc.
    Bethlehem, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-05
  • S63 Uniform Securities Agent State Law Examination
    1994-04-05
Designations
  • Certified Financial Planner
Other Names
  • Bruce Levis

View on SEC IAPD

Nearby Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS

Nearby Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA

More in Center Valley, PA

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