Best Investors
Account
Sign in
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-07-06 |
Branch Locations
300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • United States
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group Inc. | Malvern | PA | 07/2007 | 07/2017 |
| Lau Associates Llc | Wilmington | DE | 01/2017 | 01/2020 |
| Bryn Mawr Trust Advisors, Llc | Wilmington | DE | 07/2023 | Present |
| Bryn Mawr Trust | Wilmington | DE | 01/2020 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-05 |
Reach out to this advisor