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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-10 |
Branch Locations
77 W. Court St., Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| M&T Bank | Horsham | PA | 12/2006 | 06/2018 |
| M & T Securities | Buffalo | NY | 04/2009 | 06/2018 |
| Truist Advisory Services, Inc. | King Of Prussia | PA | 07/2021 | 01/2025 |
| Bb&T Wealth | King Of Prussia | PA | 06/2018 | 07/2021 |
| Bryn Mawr Capital Managment | 1818 Market Street | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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