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Inactive

Brianna Barnes March

Blbb Advisors

Montgomeryville, PA

CRD 6291965

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Employer firm

Blbb Advisors CRD 139096

$3.26B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • OPTION OVERLAY SVC TO THIRD PARTY MANAGERS

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

Current Employers
Blbb Advisors

103 Montgomery Avenue, Montgomeryville, PA 18936 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-01-10
  • PA RA
    APPROVED
    Since 2019-01-10

Branch Locations

103 Montgomery Avenue, Montgomeryville, PA 18936 • 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
Gwynedd Company Lansdale PA 06/2005 12/2018
Blb&B Advisors, Llc Montgomeryville PA 01/2019 Present
  • 06/2005 → 12/2018
    Gwynedd Company
    Lansdale, PA
  • 01/2019 → Present
    Blb&B Advisors, Llc
    Montgomeryville, PA
Previous Registrations
  • 2014-10-03 → 2018-12-31
    The Gwynedd Company
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-03
  • S65 Uniform Investment Adviser Law Examination
    2014-10-03
Other Names
  • Brianna Lynn Barnes

View on SEC IAPD

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