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

Investment Banking Sponsorship and New Securities Testing

FINRA released Regulatory Notice 17-30 which outlines the changes made to registration and qualifica

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FINRA- Burch & Company Sponsorship for Registration

FINRA Sponsorship- As a FINRA member firm, Burch & Company regularly receives calls from experie

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Series 79 Sponsorship / M&A Licensing

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

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