215.643.9100 A HISTORY OF BUILDING FINANCIAL SECURITY In the early 1960s and fresh out of the Air Force, Frank Burke and Nick Lawton came together to found “Burke Lawton” – an investment firm geared towards helping other young investors plan for and build financial security. In the early days, they had a small office with a ticker tape machine in the Chestnut Hill neighborhood of Philadelphia, PA. Four years later, Curt Brewer, joined the firm and soon became a partner. As it grew, the firm moved a few miles away to a larger office in Flourtown, PA. Eventually, the firm added Frank’s brother, Clay, to the partner ranks and in 1996 moved to Ambler, PA. With that location at capacity, the firm relocated to its newly-built home in Montgomeryville in January 2019. 1963 U.S. Air Force Captains Franklin A. Burke (“Frank”) and Thomas N. Lawton (“Nick”) meet in London. 1964 Frank and Nick start Burke, Lawton & Co. in Chestnut Hill, PA, “to help people build tomorrow’s financial security through sound investments today.” Many of their initial clients are military colleagues. 1966 Burke, Lawton & Co. moves to larger offices in Chestnut Hill. 1968 John Curtis Brewer (Curt) joins the firm. 1972 Curt Brewer becomes a partner in Burke, Lawton & Brewer. The company expands, moves to offices in Flourtown, and issues its first monthly Client Briefing, a summary of market and economic activity still published today. 1974 Burke Lawton begins offering investment management services through an investment advisory subsidiary, Venture Securities Corporation, the predecessor of BLB&B Advisors, LLC. 1989 Co-Founder Nick Lawton passes away after 25 years with Burke, Lawton & Brewer. 1990 Clayton E. Burke joins the company as its newest partner and the firm becomes Burke Lawton Brewer & Burke. 1996 BLB&B moves to 516 N. Bethlehem Pike in Spring House, PA. 2006 Three additional investment professionals – Laura Brewer, Dean Karrash, and John Lawton – become partners of Burke Lawton Brewer and Burke. 2008 Bob Phillips, Jr., Clifford Haugen, CFA, John Armstrong, III, Peter Bedell, and Margaret Wingerd become the newest members of the BLB&B team. Frank Burke and Curt Brewer begin the gradual transition of day-to-day operations and investment management responsibilities to the next generation. 2011 The transition is completed as Laura Brewer, Dean Karrash, John Lawton, Bob Phillips, and Clifford Haugen join Frank Burke as the owners of BLB&B Advisors. 2018 BLBB Charitable, the charitable arm of BLB&B Advisors LLC is established, supporting initiatives that help people discover their true and full potential through educational and leadership opportunities. 2019 The Gwynedd Company joins BLBB. A new division is formed, BLBB Plan Services LLC, designing, building, and managing retirement plans for organization and providing corporate and not-for-profit clients with thorough, accurate, and comprehensive administrative services in support of the retirement plans they offer their employees. The firm moves to its new building in Montgomeryville. 2021 Robb Parlanti joins Clifford Haugen, John Lawton, Laura Brewer, Dean Karrash, and Doug Huntley as a Principal of the firm. Today Still independent and employee-owned, BLB&B Advisors LLC adheres to the same principles upon which the firm was founded: “to help people build tomorrow’s financial security through sound investments today.” MEET OUR TEAM STREET ADDRESS 103 MONTGOMERY AVENUE MONTGOMERYVILLE, PA 18936 215.643.9100 MAILING ADDRESS P.O. BOX 1010 MONTGOMERYVILLE, PA 18936 215.643.9100 ©2021BLB&B Advisors, LLC. PRIVACY POLICY – SITE USE POLICY – DISCLAIMER – ADV Part 2A – FORM CRS