Inactive

Christopher Stephen Williams

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA

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Current Employers

Bryn Mawr Trust Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2024-05-05

DE RA
APPROVED

Since 2024-05-05

Branch Locations

300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • 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

Organization	City	State	From	To
Affinity Wealth Management Llc	Wilmington	DE	09/2019	07/2022
Wilmington Trust	Wilmington	DE	10/2018	08/2019
Bny Mellon	Philadelphia	PA	08/2007	10/2016
Wilmington Trust	Wilmington	DE	10/2016	10/2018
Affinity Wealth Management Llc	Wilmington	DE	07/2022	04/2024
Bryn Mawr Capital Management, Llc	Wilmington	DE	04/2024	Present

09/2019 → 07/2022

Affinity Wealth Management Llc

Wilmington, DE
10/2018 → 08/2019

Wilmington Trust

Wilmington, DE
08/2007 → 10/2016

Bny Mellon

Philadelphia, PA
10/2016 → 10/2018

Wilmington Trust

Wilmington, DE
07/2022 → 04/2024

Affinity Wealth Management Llc

Wilmington, DE
04/2024 → Present

Bryn Mawr Capital Management, Llc

Wilmington, DE

Previous Registrations

2019-10-01 → 2024-04-15

Affinity Wealth Management Llc

Wilmington, DE

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-11

S65 Uniform Investment Adviser Law Examination

2014-01-11

Designations

View on SEC IAPD

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