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Coombs Wealth Advisory, LLC CRD 281132
$140M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
490 Norristown Road Suite 250, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-12 |
| PA | RA | APPROVED | 2015-09-09 |
Branch Locations
490 Norristown Road Suite 250, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lonnie A. Coombs, Cpa | Blue Bell | PA | 09/2014 | Present |
| Coombs Wealth Advisory, Llc | Blue Bell | PA | 08/2015 | Present |
FINANCIAL ANALYST, LONNIE A. COOMBS, CPA, A TAX AND ACCOUNTING FIRM AT THE SAME OFFICE LOCATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-19 |
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