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103 Montgomery Avenue, Montgomeryville, PA 18936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-03-14 |
| TX | RA | APPROVED_RES | 2006-03-13 |
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 |
|---|---|---|---|---|
| Burke, Lawton, Brewer & Burke | Spring House | PA | 04/1996 | 11/2019 |
| Blb & B Advisors, Llc | Ambler | PA | 03/2006 | Present |
Presbyterian Church of Chestnut Hill, Chair - Endowment Committee, 8855 Germantown Avenue, Philadelphia, PA, Began 1/2000, approx 4 hours/month - none during trading hours; Treasurer, Chair of Endowment Committee & Finance Committee, Trustee, Williamson College of Trades, 106 South New Middletown Road, Media, PA, Began 1/2000, approx 6 hours/month during trading hours; Trustee, Camp Tecumseh, 975 Moultonborough Neck Road, Moultonborough, NH 03254, Began 4/2018, approx 2 hours/month. Acts as Trustee on several trusts beginning in 2018. This is investment-related, approx 1-5 hours during securities trading hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-20 |
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