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Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-10-08
  • DE RA
    APPROVED
    Since 2025-10-08

Branch Locations

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

300 Bellevue Parkway Suite 300, Wilmington, DE 19809 • 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
Merger Partners Incorporated Dallas TX 06/2023 08/2023
Wsfs Bank Wilmington DE 06/2024 05/2025
La Salle University Philadelphia PA 08/2020 12/2024
Bryn Mawr Capital Management Wilmington DE 06/2025 Present
Unemployed Wilmington DE 06/2015 08/2020
  • 06/2023 → 08/2023
    Merger Partners Incorporated
    Dallas, TX
  • 06/2024 → 05/2025
    Wsfs Bank
    Wilmington, DE
  • 08/2020 → 12/2024
    La Salle University
    Philadelphia, PA
  • 06/2025 → Present
    Bryn Mawr Capital Management
    Wilmington, DE
  • 06/2015 → 08/2020
    Unemployed
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-08
  • S65 Uniform Investment Adviser Law Examination
    2025-10-08

View on SEC IAPD

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