RIA Intelligence

MB, LEVIS & ASSOCIATES,LLC

CRD #164197 SEC #801-76841 CENTER VALLEY, PA 610-419-9690
SEC Registered
Total AUM
$374.8M
Discretionary
$374.8M
Employees
4
Clients
51
Accounts
573

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
CHILDS, LESLIE, ANNICHIEF COMPLIANCE OFFICERNA Control
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
SLEDZ, DONALD, JOSEPHISHAREHOLDERNA
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
LEVIS, JOHN, BRUCEIPRESIDENTD Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
MCQUEEN BALL & ASSOCIATES INCDESHAREHOLDERC Control
LOFTUS, WILLIAM, MISHAREHOLDERB
LOFTUS, WILLIAM, MISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
LOFTUS, WILLIAM, MICHAELISHAREHOLDERB
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
HENNINGER, JASON, ROBERTISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
LOFTUS, WILLIAM, MICHAELISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
MARKLE, DAVID, SEANISHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHDESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA
WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHADESHAREHOLDERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHAF Control
LEVIS, JOHN, BRUCEIWILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETHF Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCE Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INCD Control

Registrations

Federal

IA
Dec 17, 2025 REGISTERED

Notice Filings (7)

NC NH NJ NM NY PA TX

Address

4647 SAUCON CREEK ROAD
SUITE 101
CENTER VALLEY, PA 18034
United States
Phone: 610-419-9690