Patriot Act


Under Section 326 of the USA PATRIOT Act, Burch & Company, Inc. is required to verify the identity of its clients. Burch & Company, Inc. may utilize the services of outside vendors to assist us with this government-mandated requirement. We appreciate your patience with our compliance efforts.

Licensing Whitepaper


Latest Blog Posts

Series 79 Sponsorship / M&A Licensing

As an independent broker-dealer, Burch & Company receives inquiries from professionals who speci

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Private Equity Regulatory Compliance

The Wall Street Journal recently published an article written by Norm Champ, An Iniquitous Raid on P

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Minimizing Merger & Acquisition Advisors Compliance Risk

One of the most important events that occurs in the life of a business owner is when they have reach

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