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Brian C. Coombs

Coombs Wealth Advisory, LLC

Blue Bell, PA

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Current Employers
Coombs Wealth Advisory, Llc

490 Norristown Road Suite 250, Blue Bell, PA 19422 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-10-12
PA RA APPROVED 2015-09-09
  • TX RA
    APPROVED_RES
    Since 2016-10-12
  • PA RA
    APPROVED
    Since 2015-09-09

Branch Locations

490 Norristown Road Suite 250, Blue Bell, PA 19422 • 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
Lonnie A. Coombs, Cpa Blue Bell PA 09/2014 Present
Coombs Wealth Advisory, Llc Blue Bell PA 08/2015 Present
Other Businesses

FINANCIAL ANALYST, LONNIE A. COOMBS, CPA, A TAX AND ACCOUNTING FIRM AT THE SAME OFFICE LOCATION.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-19
  • S63 Uniform Securities Agent State Law Examination
    2009-08-19
Designations
Other Names
  • Brian C Coombs

View on SEC IAPD

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PERSIMMON CAPITAL MANAGEMENT

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Other Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA

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