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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 2023-08-08
  • PA RA
    APPROVED
    Since 2023-08-08

Branch Locations

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

1436 Lancaster Avenue, Berwyn, PA 19312 • 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
Cmg Capital Management Group, Inc Malvern PA 10/2006 03/2022
Wealth Enhancement Advisory Services Malvern PA 03/2022 09/2022
Wealth Enhancement Group Malvern PA 03/2022 09/2022
Bryn Mawr Capital Management, Llc Berwyn PA 08/2023 Present
Wsfs Berwyn PA 12/2022 08/2023
Unemployed West Chester PA 10/2022 11/2022
  • 10/2006 → 03/2022
    Malvern, PA
  • 03/2022 → 09/2022
    Wealth Enhancement Advisory Services
    Malvern, PA
  • 03/2022 → 09/2022
    Wealth Enhancement Group
    Malvern, PA
  • 08/2023 → Present
    Bryn Mawr Capital Management, Llc
    Berwyn, PA
  • 12/2022 → 08/2023
    Wsfs
    Berwyn, PA
  • 10/2022 → 11/2022
    Unemployed
    West Chester, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-28
  • S65 Uniform Investment Adviser Law Examination
    2015-03-28

View on SEC IAPD

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