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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-25
DE RA APPROVED 2025-08-22
  • PA RA
    APPROVED
    Since 2025-08-25
  • DE RA
    APPROVED
    Since 2025-08-22

Branch Locations

35568 Airport Rd, Rehoboth Beach, DE 19971 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wsfs Bank Rehoboth Beach DE 07/2009 08/2025
Commonwealth Financial Network Waltham MA 01/2015 08/2025
Bryn Mawr Trust Advisors, Llc Rehoboth Beach DE 08/2025 Present
Previous Registrations
  • 2015-01-05 → 2025-08-15
    Rehoboth Beach, DE
    Wilmington, DE
    West Brandywine, PA
    Selbyville, DE
    Millsboro, DE
    Ocean View, DE
    Millsboro, DE
    Lewes, DE
  • 2011-02-11 → 2015-01-06
    Invest Financial Corporation
    Rehoboth Beach, DE
    Millsboro, DE
Other Businesses

Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-11
S63 Uniform Securities Agent State Law Examination 2009-03-17
  • S65 Uniform Investment Adviser Law Examination
    2010-01-11
  • S63 Uniform Securities Agent State Law Examination
    2009-03-17
Other Names
  • Steve Dunn
  • Steve Zachary Dunn

View on SEC IAPD

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