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Advisor at BLBB ADVISORS
MONTGOMERYVILLE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLBB ADVISORS | Independent wealth | Jan 14, 2019 | n/a | yes | MONTGOMERYVILLE, PA | Current employment |
| THE GWYNEDD COMPANY | Former SEC adviser | Aug 18, 2017 | Dec 31, 2018 | no | LANSDALE, PA|Fort Washington, PA | Previous registration |
| FIDELITY FEDERAL PLANNING CORP. | State registered | Dec 2, 2013 | Dec 11, 2017 | no | MONTGOMERYVILLE, PA | Previous registration |
| AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. | Former SEC adviser | Jan 2, 2013 | Nov 21, 2013 | no | BERWYN, PA | Previous registration |
| INR ADVISORY SERVICES, LLC | Former SEC adviser | Sep 24, 2008 | Feb 28, 2013 | no | MEDIA, PA | Previous registration |
| HRH INVESTMENT ADVISORS, LLC | n/a | Nov 14, 2007 | Jul 30, 2008 | no | FORT WASHINGTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE GWYNEDD COMPANY | BLBB ADVISORS | Dec 31, 2018 | Jan 14, 2019 | 14 | Firm change | Other |
| FIDELITY FEDERAL PLANNING CORP. | THE GWYNEDD COMPANY | Dec 11, 2017 | Aug 18, 2017 | -115 | Firm change after gap | Other |
| AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. | FIDELITY FEDERAL PLANNING CORP. | Nov 21, 2013 | Dec 2, 2013 | 11 | Firm change | Other |
| INR ADVISORY SERVICES, LLC | AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. | Feb 28, 2013 | Jan 2, 2013 | -57 | Firm change after gap | Other |
| HRH INVESTMENT ADVISORS, LLC | INR ADVISORY SERVICES, LLC | Jul 30, 2008 | Sep 24, 2008 | 56 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105936:139096:PA:2018-12-31 | Dec 31, 2018 | Jan 14, 2019 | FORT WASHINGTON, PA | Firm change |