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S••••• G• B•••
- Founder
- “S••••• B••• is the founder of S••••• G• B••• a•• A••••••••• L••.”reportedstevengblum.comthe sentence on the bio page
- Professional profile
- ••• LockedreportedHTTPS:firm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• G• B••• A•• A••••••••• L•• independent RIA currentsince May 18, 2004 · Swarthmore, Pa
- T•••• P•••••• W••••• M••••••••• L•• unclassifiedNov 2, 2011 to Dec 18, 2013 · Swarthmore, Pa
- T•••• P•••••• W••••• M••••••••• L•• to no registered destinationleft Dec 18, 2013 · Departure, no registered destination
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address