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RIA / WealthAdvisorCertified Financial Planner29 years in industry

LISA ANNE BROOME

Advisor at BLBB ADVISORS

MONTGOMERYVILLE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 12, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLBB ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 8, 1997
First registration: May 12, 2004
Dual registered: no
Other names: LISA ANNE SCHELLHORN
IAPD individual key: 2832737

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLBB ADVISORS	Independent wealth	May 4, 2026	n/a	yes	MONTGOMERYVILLE, PA	Current employment
GOAL QUEST ADVISORS, LLC	State registered	Sep 22, 2014	Jun 22, 2026	no	BERWYN, PA\|Maple Glen, PA	Previous registration
COSTELLO ASSET MANAGEMENT, INC.	Independent wealth	May 7, 2013	May 22, 2014	no	FEASTERVILLE, PA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Feb 9, 2011	Nov 20, 2012	no	LOWER GWYNEDD, PA	Previous registration
SAGE FINANCIAL GROUP INC.	Independent wealth	Aug 13, 2008	Apr 20, 2009	no	WEST CONSHOHOCKEN, PA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	May 12, 2004	Mar 6, 2007	no	HORSHAM, PA\|Conshohocken, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GOAL QUEST ADVISORS, LLC	BLBB ADVISORS	Jun 22, 2026	May 4, 2026	-49	Firm change after gap	Other
COSTELLO ASSET MANAGEMENT, INC.	GOAL QUEST ADVISORS, LLC	May 22, 2014	Sep 22, 2014	123	Firm change	Other
UNITED CAPITAL FINANCIAL ADVISORS	COSTELLO ASSET MANAGEMENT, INC.	Nov 20, 2012	May 7, 2013	168	Firm change	Other
SAGE FINANCIAL GROUP INC.	UNITED CAPITAL FINANCIAL ADVISORS	Apr 20, 2009	Feb 9, 2011	660	Firm change after gap	Other
HORNOR, TOWNSEND & KENT, LLC	SAGE FINANCIAL GROUP INC.	Mar 6, 2007	Aug 13, 2008	526	Firm change after gap	Other

Relationships

Registered with (6)

→ BLBB ADVISORSRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ GOAL QUEST ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 22, 2014 to Jun 22, 2026factForm ADV
→ COSTELLO ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 7, 2013 to May 22, 2014factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 9, 2011 to Nov 20, 2012factForm ADV
→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Aug 13, 2008 to Apr 20, 2009factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
May 12, 2004 to Mar 6, 2007factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
Lisa Anne Broome left Goal Quest Advisors, Llc for Blbb Advisors (registered 2026-05-04)
Form ADVobserved 5 days ago