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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-27 |
| PA | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED | 2019-08-09 |
Branch Locations
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 |
|---|---|---|---|---|
| West Capital Management | Philadelphia | PA | 05/2019 | 01/2024 |
| Sei Investments | Oaks | PA | 03/2015 | 05/2019 |
| Bryn Mawr Trust Advisors | Philadelphia | PA | 01/2024 | Present |
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